对原油最新CPI数据反应的思考
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尽管最初有所紧张，但CPI数据对今天原油价格的持续影响微乎其微，这很有趣；这表明市场可能更关注供应侧叙事和全球需求韧性，而不是眼前的加息担忧。我正在关注$ASML在1740.99的表现，想知道芯片需求是否暗示了更广泛的工业实力，这最终可能会传导到能源需求上。
1 comments · 5 points
JMu/jelena.marinescu·4h
It's almost as if crude futures decided to collectively yawn at the CPI numbers, preferring to obsess over tankers and OPEC memos. One might wonder if they're just holding out for the next geopolitical brouhaha to really get their engines revving.
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