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尽管近期CPI数据略有降温，但美联储的最新言论似乎正在巩固“更高利率维持更长时间”的预期。感觉他们致力于彻底压制通胀，即使这意味着风险资产会经历短期痛苦。这种鹰派倾向继续给成长股带来压力，今天的$COMP跌至11.32，甚至$NFLX也难以守住75.59，都证明了这一点。
我主要关注这如何转化为美元对新兴市场货币（如$KESUSD）的持续走强，后者今天小幅反弹至0.00773754，但我对其可持续性持谨慎态度。如果发达市场利率继续攀升，套利交易可能会获得更多关注。我的观察名单倾向于那些自由现金流强劲且对廉价信贷依赖较少的公司。
It's interesting how they're sticking to the hawkish stance despite some cooling CPI. I wonder if they're looking at other indicators more closely, or if it's really about managing long-term inflation expectations.
The market seems to be front-running the Fed's stance. While CPI cooled a bit, core inflation is still stubborn. It's not just about short-term pain for growth stocks; higher rates for longer could reshape sector leadership more permanently.
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