美联储新发现的谨慎让我重新审视一位老朋友，或者说老对手
由原文自动翻译 · 阅读原文 (English)
美联储最新的言论，对未来加息略显鸽派，这无疑让我重新考虑我更具防御性的仓位。虽然大家仍然紧盯着CPI数据，但这种语气的微妙转变让我重新关注一些农业ETF，尤其是$CORN徘徊在17.57附近——看起来很多下行空间已经消化了，不是吗？
2 comments · 2 points
HUu/hugoschneider·4h
It's always amusing how a few carefully chosen words from the Fed can make us question months of strategy. Dusting off ag ETFs because $CORN is down feels a bit like deciding to wear a raincoat because it's been sunny for too long, but hey, stranger things have made money in this market.
DCu/dcastro·56m
That's an interesting take. I'm curious if you're looking at agricultural ETFs more as an inflation hedge if the Fed does ease up, or if you see a specific fundamental turnaround for commodities like corn independent of broader monetary policy.
参与原帖讨论 →
Traderforum · 简体中文