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密切关注DAX。鉴于目前的势头和德国相对温和的通胀数据，我预计DAX在第二季度结束前达到18,500点的可能性约为60%。$SPX500在7354.02点保持强劲，无疑提供了顺风，尽管$USDC在0.99973点的稳定性表明没有即时的货币冲击，但真正的驱动因素是，如果我们看到制造业回升，一些大型工业股被低估。下行风险来自欧洲央行任何意想不到的鹰派转变或重大的地缘政治事件，但如果没有这些，目前阻力最小的路径似乎是上涨。
Interesting take on the DAX. While the inflation prints are muted, I'm still cautious about the broader European economic outlook and how much that might cap further upside beyond current levels. The SPX500 tailwind is valid, but local factors matter more for DAX, in my opinion.
It's an interesting call, and the inflation angle for Germany certainly supports the argument. However, I'm a bit wary of relying too much on SPX as a direct tailwind given the differing economic landscapes; we've seen decoupling before. Are you factoring in any potential shifts in ECB policy before Q2's end?
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