地缘冲突下，通胀还能继续放缓吗？

话题虎

2023-10-10

悬赏1000虎币

近期巴以冲突震动市场，原油、 $黄金主连 2312(GCmain)$ 、 $天然气主连 2311(NGmain)$ 等大涨， $WTI原油主连 2311(CLmain)$ 周一一度涨超4%

有美联储有官员表示，近期能源价格高企可能对逐步放缓的通胀前景构成风险。油价上涨可能会增加通胀压力，并削弱消费者对经济的信心，从而令美联储期望的经济“软着陆”前景面临威胁。

然而近期长期美债收益率飙升的情况下，也使得鹰派的达拉斯联储主席Lorie Logan“放鸽”，表示近期长期美债收益率的飙升可能意味着美联储再次加息的必要性降低。

本周将公布美国9 月份CPI数据，此次数据或对美联储11月1日是否加息的决策至关重要。

亲爱的虎友们：

你认为在地缘冲突下的通胀还能继续放缓吗？
美国9 月份CPI数据如何呢？你认为美联储下次是否还会加息？
在地缘冲突下，你准备如何布局你的投资呢？

军工逆势大涨，巴以冲突下如何做对冲？

巴以冲突造成的地缘政治紧张局势加剧，周一军工股大幅上涨，诺斯罗普·格鲁曼公司领涨美股大盘。想要对冲巴以冲突带来的风险，有哪些选择呢？军工、石油、美债和黄金，哪个更值得入？

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

悬赏已结束

506虎币已分给7位参与者,剩余494虎币已退还至发起者

截止至10/22 23:54

精彩评论

夜流沙
2023-10-10
夜流沙
赢得66虎币
美国其实不怕打仗，因为美国就是靠战争发家的，除非通胀继续恶化才会挤压股市，目前除了科技股估值有点高，其他的都在底部，当然如果国债没人买或者国债违约那就是黑天鹅了，担心也没用[贱笑]
AliceSam
2023-10-10
AliceSam
赢得66虎币
看不懂局势，我选择吃瓜。[吃瓜] 抑制通胀的同时不抑制经济发展，这种可能性存在吗？这正是各国央行面临的两难局面。经济将显著放缓，而且美国经济有衰退的可能。全球村的碎片化抑制了增长，但也催生了新的伙伴关系和联盟. 我哪里敢说什么布局哦，不被人设局，就不错了 [捂脸]
- khikho:
  吃瓜不错
Q68
2023-10-10
Q68
赢得66虎币
地缘冲突可能导致原材料价格上涨、供应链中断以及能源价格波动，这些都可以对通胀产生压力。政府和中央银行会采取措施来应对通胀风险，以确保经济的稳定和可持续增长。
khikho
2023-10-10
khikho
赢得66虎币
比较认同这个看法。油价上涨可能会增加通胀压力，并削弱消费者对经济的信心，从而令美联储期望的经济“软着陆”前景面临威胁。希望通胀能够尽快缓下来。。。吃不消，真的吃不消
勇敢小飞猪
2023-10-10
勇敢小飞猪
赢得88虎币
通胀放缓看的是美联储的问题，跟打仗应该没有问题吧，之前俄乌打仗也好像不会那么影响吧。数据应该没有问题吧，年内肯定会加息，最近都不会乱投资，守着本金吧 [开心] [开心] [开心] [开心]
交易wei生
2023-10-10
交易wei生
赢得66虎币
放，必须放

发表看法

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