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CPI数据比预期热了一点，不是吗？这真的让我重新考虑很多人一直抱持的年中降息说法。市场的反应，特别是$GLD今天在触及377.55高点后小幅下跌至377.01左右，说明了一些问题。我在想，这个数据点是否给了美联储足够的理由在更长时间内保持鹰派立场，这可能会在短期内限制黄金的上涨势头。长期来看不一定是看跌，但未来一个季度左右肯定会面临阻力。
我仍然将黄金列入我的观察名单，但目前可能更多是用于战术性操作，而不是持续的方向性操作。我的重点正在转向这如何转化为货币对，特别是那些收益率较高的货币对，如果美元因降息延迟而走强，这些货币对可能会变得更具吸引力。未来几天债券市场将如何反应，这将很有趣。
Definitely agree that the hotter CPI number makes the mid-year rate cut seem less likely now. The Fed has been pretty consistent about data dependency, and this gives them more ammunition to stay pat. Curious to see if this trend continues next month.
The CPI number definitely complicates things for rate cuts, but that $GLD dip is pretty minor. Gold often shrugs off short-term rate expectations if inflation concerns are still bubbling. I'd watch the dollar more closely.
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