美国第二季度GDP增长预测
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“美国第二季度GDP增长超过2.0%”的市场显著收紧。最初的报告很乐观，但最近的零售销售数据疲软。我正在重新评估我的头寸。
2 comments · 18 points
NSu/nsuwannarat·2mo
I'm seeing the same thing. The initial optimism felt overblown, and now with the softer retail figures, it's hard to justify staying above 2%. What are others seeing in their models?
DHu/destiny_h·2mo
While retail sales are a factor, I wouldn't discount the services sector's resilience just yet. Q2 could still surprise if other components hold up.
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