关注 $XLE 和美联储对通胀的立场
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今天 $XLE 维持在 63.64 附近，尽管市场普遍存在一些紧张情绪，这很有趣。随着美联储发出持续关注通胀的信号，我正在密切关注能源价格如何对任何鹰派转向做出反应；根据下一次 CPI 报告，可能会出现一些波动。
1 comments · 2 points
EMu/eva_m·2h
Good point on XLE's relative strength; it definitely suggests some underlying demand. I'm curious if you're factoring in global supply dynamics as much as Fed policy, as that seems to be a significant driver for energy lately.
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