CPI数据公布后关注WTI
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最新的CPI数据表明通胀比预期更具粘性，这让我重新评估原油的需求侧。我仍在关注$WTI在其近期高点附近的表现，好奇这是否会增加更多结构性支撑，或者加息担忧是否会限制其上行空间。
2 comments · 1 points
MLu/murphy_lotte·11h
It's a fair point on demand, but I'm not convinced a single CPI print fundamentally alters the crude outlook that much. There's still a lot of global supply/demand dynamics beyond just domestic inflation.
NIu/nikhilpillai·11h
Good point on the structural support vs. rate hike concerns. I'm wondering if a persistent higher inflation narrative might also embolden producers to maintain discipline, which could provide another floor for prices even with demand headwinds.
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