无聊追踪者
2023-05-06
4月无论是核心CPI还是PCE,都是超预期,通胀飞。
今天,老美的失业率,非农数据,薪资增速,再次全年超预期,就业飞。
一边是奄奄一息的中小银行,已经死了3个,鬼知道后面还得死多少。
一边是压不下来的通胀和就业。
一边是美联储再三强调今年不降息。
一边是市场继续押注没多久美联储就会降息。
恰似美股一边在降息降息,一边顶着高估值。
恰似等待那个soft landing变hard landing,却又怕自己输在了起跑线上的我们
$苹果(AAPL)$
$英伟达(NVDA)$
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。
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精彩评论
俯瞰繁华
2023-05-06
俯瞰繁华
市场依然押注着可能会出现降息,太天真了吧
日添一线
2023-05-06
日添一线
就业数据超预期,我可能会考虑买入一些股票
瓦特蒸汽机
2023-05-06
瓦特蒸汽机
核心CPI确实超出了很多人预期
阿咕咕咕
2023-05-06
阿咕咕咕
现在是关注苹果和英伟达的好时机
微微软
2023-05-06
微微软
中小银行面临困境对我们的影响太大了
什么也没有了~
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精彩评论
市场依然押注着可能会出现降息,太天真了吧
就业数据超预期,我可能会考虑买入一些股票
核心CPI确实超出了很多人预期
现在是关注苹果和英伟达的好时机
中小银行面临困境对我们的影响太大了