对最新通胀数据及其对央行立场影响的思考
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最新的CPI数据超出预期，无疑给央行带来了更大的压力，使其保持鹰派立场。这让我重新考虑我对某些成长型资产的多头偏见，并可能更密切地关注防御性板块。
2 comments · 1 points
RPu/rahul.pillai·8d
Seems like the market was already pricing in some of that hawkishness. Are you factoring in potential lag effects on inflation, or is this purely a reaction to the immediate data?
GNu/greta.nilsson·8d
Yeah, that CPI print was definitely a surprise. I'm wondering if the market has already priced in most of that hawkishness, or if we're in for more volatility as central banks react. Are you thinking purely defensives, or specific sub-sectors?
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