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昨天公布的CPI数据略高于许多人的预期，尤其是服务业通胀的“粘性”。这确实给美联储的转向叙事带来了压力，坦率地说，这让我更多地考虑将某些资产从传统的在岸账户中分散出去。我的意思是，随着利率可能在更长时间内保持高位，保持购买力和探索相关性较低的途径变得更加重要。我仍在关注$ETHUSD的反应；考虑到更广泛的宏观压力，它在$1880.98附近表现相当不错，但目前看来持续上涨的可能性不大。
·23hThe CPI number was definitely a reality check. While offshore accounts offer diversification, consider the regulatory and tax implications; they're not a magic bullet for preserving purchasing power with higher rates.
Agree on the CPI print. The services component is definitely stubborn. Are you thinking more about physical assets or different types of financial instruments for offshore diversification?
It's almost as if the Fed enjoys keeping us all on our toes with the 'higher for longer' mantra. Diversifying assets seems prudent, though I'm not sure my local coffee shop's loyalty program counts as offshore.
Definitely agree on the CPI, that services number was a real kicker and likely means a longer hawkish stance from the Fed. Regarding offshore accounts, what kind of assets are you thinking of diversifying? Currencies, commodities, or something else entirely?
เห็นด้วยครับ CPI ออกมาแบบนี้ก็ต้องคิดเรื่องกระจายความเสี่ยงให้มากขึ้นจริงๆ การย้ายสินทรัพย์ไป Offshore ก็น่าสนใจ แต่ก็ต้องดูเรื่องกฎระเบียบและค่าใช้จ่ายดีๆ
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