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大佬观点清晰,有理有据[抱拳]借着fed hawkish message导致的sell off,刚好是个buy the dip的机会[吃瓜]
引用:
2024-06-13 04:02
原本打算留到周尾再落笔,但今天想法比较多。
首先going into CPI预期如下:
CPI came in with both headline and Core weaker vs consensus. Specifically Core came in 0.16% MoM vs 0.28% consensus。而annulized 3.4%是3年来最低的reading。从细节来看,shelter仍然居高不下,但重要的...