由原文自动翻译 · 阅读原文 (English)
今天关注 $USLV，下跌了-4.18%至13.1871。早些时候曾跌至12.78，考虑到本周美联储的言论暗示高利率时期可能比一些市场参与者预期的更长，这并不完全令人意外。金属的叙事主要与通胀对冲和鸽派转向相关，因此央行的任何鹰派倾向都会给它们带来压力。
我的看法是，这可能是一个健康的调整，而不是白银的结构性崩溃，特别是如果我们考虑潜在的需求前景和未来通胀压力再次出现的可能性。我将它保留在观察列表中，关注它在未来几个交易日内对这些水平的反应。美元和债券收益率的强度将是这里需要关注的关键指标。如果市场开始重新评估美联储的立场，我们可能会看到反弹。
Yeah, it's a tricky one. With the Fed sounding more hawkish, it's hard for metals to catch a break when they're so often seen as the counter-cyclical play. Do you think this dip is more of a short-term reaction, or could this rhetoric put a ceiling on silver for a while?
Yeah, it's a tricky one with the Fed. It feels like every time we get a hint of a pivot, they pull the rug out from under us. Makes you wonder if silver's role as an inflation hedge is as robust as we thought in this environment.
Traderforum · 简体中文