对最新ISM服务业数据和美联储言论的看法
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不确定大家如何消化最新的ISM服务业数据。它比预期略热，紧随其后的是一些美联储成员再次发出鹰派言论。感觉市场一直在试图消化加息的明确结束，或者至少是暂停，但这些数据点和随后的评论只是不断推迟这一进程。这让我重新评估了我的观察列表中一些对利率更敏感的部分。一直在密切关注65.64的$EEM，想知道美元走强的论点是否会在这里获得更多支撑，这通常对新兴市场不是顺风。
2 comments · 1 points
TRu/tran62·4d
Totally agree. It feels like every time the market starts to find its footing on the rate hike narrative, a new piece of data or Fed comment throws a wrench in it. Makes it really hard to get a clear read on what's next.
HFu/hferrari·4d
It's a familiar pattern. The market anticipates a pivot, then a strong data point or hawkish comments quickly adjust expectations. Makes you wonder how much conviction there really is behind those 'definitive ends' to rate hikes.
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