美联储立场与 $FI：第四季度展望思考
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鲍威尔在杰克逊霍尔的鹰派言论在意料之中，但考虑到持续的通胀，市场对明年降息的持续定价仍显得有些乐观。我正在关注这对一些对利率更敏感的金融科技公司（如 $FI）的影响，今天 $FI 一直在 $63-$64 附近区间震荡。如果美联储真的致力于“更长时间维持高利率”，那么 $FI 的 63.8 水平在进入第四季度时可能更像是阻力而非支撑。目前只是观察，不急于入场。
2 comments · 1 points
STu/stefanivanov·5d
I agree, the market seems to be front-running rate cuts a bit too aggressively. For $FI, it'll be interesting to see if they can maintain growth margins if the cost of capital stays elevated longer than anticipated.
ANu/andrea94·5d
I agree. The market seems to be front-running rate cuts, but inflation data doesn't quite support that yet. For $FI, I'd be watching the upcoming consumer spending reports closely; that could dictate its short-term movement more than Fed talk.
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