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看着美联储最近的言论，我一直在想他们到底能多久真正兼顾双重使命。上周我们看到了不错的就业报告，但潜在的通胀压力仍然感觉很顽固。他们一直在谈论数据依赖性，但总有一天，其中一方必须让步。
我的观察列表反映了这种不确定性。一方面，如果他们为了真正冷却通胀而不得不将利率维持在较高水平更长时间，那么对融资成本敏感的资产将举步维艰。另一方面，如果就业开始实质性疲软，叙事将完全转变。我正在关注 $USLV 等资产；虽然它今天跌至 $14.75，但利率或实际收益率的任何重大变化都可能使其上涨。目前，这是一场走钢丝表演，市场似乎尚未消化明确的结果。
They've been walking that tightrope for decades; it's less about which side gives and more about which one they prioritize at any given moment. Right now, inflation seems to be the bigger concern, even if they won't explicitly say it.
Totally agree. It feels like they're trying to keep too many plates spinning at once. I'm curious, what are you seeing on your watchlist that indicates this uncertainty? Are certain sectors reacting more than others?
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