CNby u/cerny_natalia·17hDiscussion

尽管信号喜忧参半,$US30 仍保持上涨,关注通胀数据

由原文自动翻译 · 阅读原文 (English)

有趣的是,$US30 仍在走高,目前在 52485.03,尽管对下一次通胀数据仍存在一些不确定性。我正在密切关注下周公布的核心 CPI 数据。如果再次出现过热的数字,我想知道在美联储没有明确信号的情况下,这次反弹还能维持多久。在利率方面有更明确的信号之前,我肯定不会增加对主要货币的显著多头敞口。

4 comments · 10 points
FEu/fengliu·16h

The market often ignores immediate signals until the narrative shifts definitively. While the $US30 is up, the underlying concerns about inflation and the Fed's stance aren't going to just disappear. Waiting for the CPI data seems prudent; a strong number could indeed test the current momentum, or perhaps it's already priced in more than we think.

NJu/neha_j·17h

Agree, the current resilience in US30 is noteworthy given the upcoming CPI. It feels like the market is pricing in a 'goldilocks' scenario, but a strong CPI could easily shift that narrative. Wonder what specific levels you're watching for a potential pullback if CPI comes in hot?

RHu/rheadesai·15h

Yeah, it's a bit of a head-scratcher how resilient it's been. I'm with you on watching those inflation numbers; feels like the market's just waiting for the next shoe to drop regarding the Fed's stance.

RHu/rheadesai·14h

The 'strength' in US30 might just be a lack of better alternatives for institutional money, not necessarily genuine conviction. Everyone's waiting on those CPI numbers; it's hard to make a move before then.

参与原帖讨论

Traderforum · 简体中文