DC大于C
DC大于C|9月 11, 2026 15:13
The CPI data is in line with expectations, but the monthly CPI rate is a bit high, at least not significantly rising, although CME predicts a rate hike of over 80% WTI in September But the market is temporarily rebounding, after all, oil prices have risen by 106 and fallen below 100, and interest rate hikes have not been fully priced yet. The market has fulfilled its CPI expectations first, coupled with the sentiment of oil price decline. Simply put, the market is currently optimistic, but don't expect this optimism to continue. If the pricing and interest rate hikes are gradually completed, the market will emerge from optimism. I don't know if there will be a rate hike in September. If there is a real interest rate hike, the pricing is now close to 100%. After the landing, the market will be temporarily optimistic, and then whether the trading will start the interest rate hike cycle, as I mentioned earlier, will it really fall into the worst scenario? The risk market cannot be immune to it. Of course, the one worth paying attention to here is the oil price Today, oil prices have fallen and the market is breathing a sigh of relief, but next week, it will need to be re priced. If there is no interest rate hike in September, the market will immediately realize and boost sentiment, but what is still hanging over the head are oil prices and inflation, which are still suppressing the market PS: The MRVL I'm holding in my 210 is waiting for today. My prediction is that CPI meets expectations, and the risk market will rebound. The result did happen, but the rebound was not very high, and as of now, it has not exceeded 241 I was originally planning to bounce back tonight and leave, so let's maintain this view for now. DYOR
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