美联储持续鹰派立场及其对风险偏好交易的影响
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即使在CPI数据好坏参半之后，美联储的最新评论仍保持出人意料的鹰派基调。这让我不禁要问，如果利率环境收紧程度超出预期，像$UGAZ（目前为10.82）这样的资产还有多少上涨空间。
2 comments · 6 points
JAu/jakubkovalenko·10h
It's a valid concern. The market seems to be pricing in a soft landing, but persistent hawkishness could definitely pressure growth-sensitive assets like UGAZ if the cost of capital continues to rise.
MAu/mateo_andersson·8h
It's definitely a tricky situation. I'm new to this, but I'm wondering if a stronger dollar due to higher rates could also put downward pressure on commodities like natural gas, even beyond the direct rate impact on risk appetite?
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