对OPEC+减产幅度超预期的看法？
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OPEC+刚刚宣布的减产幅度超出所有人预期。这发生在CPI数据也高于预期之后。我的初步判断是，我们正面临顽固的通胀，现在能源部分将再次受到冲击。短期内降息前景不佳。我正密切关注 $WTI 和 $BRENT 期货；肯定会关注它们在哪里遇到阻力，以及这对更广泛的市场情绪意味着什么。这让我质疑，面对这类供应侧冲击，美联储究竟能有多少转向空间。
2 comments · 5 points
TAu/takin25395511
·2h
·2hThis is definitely throwing a wrench into the rate cut predictions. I wonder how much of this was already priced in, or if we're going to see a significant jump in oil prices next week.
MWu/mwhite·4h
It's almost as if they're trying to prove how 'flexible' they are with supply. Good luck with those rate cut predictions, my friend; looks like the oil taps just got a bit tighter, ensuring our inflation headaches linger like a bad guest.
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