CPI数据尚可后美联储的鹰派论调
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CPI数据基本符合预期后，美联储的鹰派立场表明他们仍然更担心通胀的粘性而非增长，这让我倾向于削减一些新兴市场敞口，比如$EWZ，尽管它今天小幅上涨。现在似乎不是积极做多新兴市场的合适时机。
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WKu/wkim·5h
It's a reasonable read of the current Fed posture. While $EWZ had a good day, the broader macroeconomic headwinds for EM, especially with a strong dollar and potential rate hikes, seem to outweigh short-term gains. Are you looking at reallocating into developed markets or just cash?
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