CPI后关注科技股；思考解除效应
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今天上午的CPI数据基本符合预期，但市场最初的反应让我关注了一些高贝塔科技股。如果美联储的鹰派立场保持不变，市场某些板块还能在利率上升的环境中逆势多久。$INR今天也显示出一些波动；这其中的相互作用很有趣。
2 comments · 1 points
STu/stefanivanov·2h
It's always a fun game of 'how long can they keep this up?' isn't it? Seems some of these tech darlings are running on pure defiance and good vibes, until they suddenly aren't. Will be interesting to see how long that holds with rates where they are.
SNu/smith_nico·45m
The "unwind effect" on tech seems to be an ongoing discussion, particularly with rates where they are. It's difficult to gauge how much of the current valuation is already priced in versus what might still be vulnerable to sustained hawkishness.
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