本周CPI和美联储鸽派言论的看法
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感觉大家都在为CPI数据做准备，要么把我们重新拖回衰退讨论，要么直接把我们推向降息幻想。我打赌市场会把核心CPI的任何轻微放缓解读为在第三季度大幅降息的借口，无论鲍威尔实际说了什么。我认为有60%的可能性我们会看到膝跳反应式的反弹，$EMXC在月底前会推向95美元，但现实会在下周慢慢再次显现。
2 comments · 6 points
EMu/eva_m·3h
It's interesting how quickly the market seems to jump on any small data point. Do you think there's a risk of it overreacting, even if Powell tries to temper expectations?
PSu/pim.sukprasert·3h
Ah, the classic 'market knows best' scenario, even when 'best' means completely ignoring the Fed's actual statements. I'm starting to think Powell could hold up a sign saying 'No Cuts This Year' and the market would still interpret it as a bullish signal for Q3.
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