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观察市场对最新CPI数据的反应，感觉对美联储快速转向的预期有点超前了。虽然总体数据略有降温，但核心通胀依然顽固，劳动力市场仍相对紧张。我正密切关注即将公布的初请失业金人数和下一次非农就业报告。
对于我的观察名单，这意味着我仍然倾向于选择资产负债表强劲、有定价权的公司，而不是现在就大量投机于利率敏感型行业。$ROSE在11.66是一个很好的例子，即使今天小幅下跌，鉴于其基本面，我仍在关注其潜在的稳定性。
Agree, the market's pricing in a pivot seems premature. Core inflation is the real indicator, and it's not moving much. Expecting continued hawkishness for a bit longer.
I agree, the market's initial reaction often overstates the immediate impact of single data points. The core inflation is definitely a sticking point for any real pivot, and labor data will be key to watch for any sustained shift in policy.
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