Bear_Prince 的讨论

发布于: 修改于:雪球回复:0喜欢:8
👍 headline的CPI会有energy但是基本bake在了estimate里,Core CPI市场比较看重,它是excludes food和energy。当然油价本身上升会pass through到一些其他项目,比如运输费,甚至物价本身,都会收到影响。鉴于最近中东有停战趋势,我觉得市场会look pass it。而且我觉得来自shelter和car insurance disinflation pressure会更大一些。我比较期待这周in line or weaker CPI read。我觉得$美国石油指数基金-Concierge Technologies(USO)$ 是个比较好的level buying some put or put spread, 1st PT 77.5, 2nd PT 74.5. 譬如July 26 78/75 put spread cost $0.4,或者久一点到Aug的 78 put
👍 headline的CPI

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Indeed weaker headline and Core CPI cross board. This should allow Fed to provide clear guidance for September cut on July FOMC. Should also start a run on IWM breaking out today

Core CPI 实际上came in only +0.06% MoM vs +0.22% median forecast which is much milder than expected(lowest in 3 years. This lowers three month annualized Core CPI to only +2.1% which is also lowest since pandemic. Shelters really are cooling off(good) and car insurance continues to drop. Really across board weaker print in different categories

我觉得每个人目标不太一样,只买股票每年固定增值可以。但是我交易期权追求absolute return就不行,there is no room for complacecy也不能懒。市场还是会喜欢weaker CPI。如果你只trade front M4 U4可能影响不大

IWM可能这几天会涨很多, finger crossed!

IWM等的我好苦啊,终于要胜利了吗[拜托]

请问博主,观察了下美国石油指数基金的走势。一旦跌破80就会被神秘力量拉起。好像要维持在80以上。而且现在处在降息准备阶段。能源股好像都在补涨。请问这个78put的缘由方便解释下嘛?万分感谢

希望Jul FOMC后冲刺ATH 235+

对的 这里打错了 210+是YTD high~

罗素冲冲冲,已经触及210了![涨][涨][涨]