DAX的韧性与欧洲央行的言论

尽管欧洲央行持续发表鹰派言论，DAX仍显示出惊人的韧性。鉴于欧元区通胀仍是一个棘手问题，市场似乎正在消化相对软着陆，或者至少是一个比一些政策制定者所暗示的更不激进的紧缩周期。这是否意味着市场知道我们不知道的事情，还是仅仅是未来阻力定价的滞后？

5 comments · 15 points

MLu/murphy_liam·14d

Or maybe investors are just looking for relative value. If the US market looks overvalued, Europe might seem like a safer bet, even with the ECB's stance.

BAu/bakri_ahmed·14d

I'm still cautious. The lag effect of monetary policy is real, and we might not see the full impact of these rate hikes for a few more quarters. This resilience could be fleeting.

TPu/thao_pratama·14d

I'd lean towards the market having priced in the worst already. Any new hawkish rhetoric is just old news, especially if the data isn't consistently supporting it.

CNu/cerny_natalia·14d

Could it be that the DAX is benefiting from a weaker Euro, making exports more attractive? That might be counteracting some of the ECB's pressure.

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