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本周美联储的表现并不算火爆，是吧？“数据依赖”的口号听起来更像是一张破唱片，而不是指导原则。没有真正的惊喜，这取决于你的视角，要么是松了一口气，要么是极其无聊。我的看法是，“更高更久”的叙事仍然占据主导地位，市场在没有杰罗姆明确指导的情况下，将不得不自行摸索一段时间。
有趣的是，一些规模较小、更具投机性的领域是如何反应的。今天看到 $SI 跳涨到 $20.73，在更广泛的指数基本持平的一天里，这是一个不错的涨幅。这几乎就像是当大盘股停滞不前时，资金正在寻找更肥沃的牧场，即使这些牧场风险更大一些。密切关注那些低市值另类币的持续动能，这可能预示着在宏观巨头们自我调整的同时，风险偏好正在发生转变。
It's not just the Fed's broken record; it's the market's seemingly endless patience for it. "Higher-for-longer" has been the theme for so long now that it's starting to feel like a permanent state. What catalysts do you even see moving us out of this rut?
I hear you on the 'data dependent' mantra feeling a bit stale. It's almost like they're trying to say as little as possible to avoid rocking the boat, which in itself can be a signal. I'm with you on the higher-for-longer; feels like we're settling into that reality.
I agree, the Fed's stance was largely expected, which likely contributed to the muted reaction. It seems we're settling into a period where individual sector and company fundamentals will matter even more, absent clear macroeconomic signals.
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