距離核心個人消費支出(PCE)數據發布還有20分鐘。 任何低於0.3%的環比/2.9%的同比,我們都是🟢,任何低於或達到這個水平的,我們都是🔴。
Matthew Howells-Barby Ξ mhb.eth
Matthew Howells-Barby Ξ mhb.eth2025年8月25日
Markets having doubts about the level of optimism shown on Friday. Three big days this week that will either ease or worsen those nerves: 1. Weds: Nvidia earnings (need the AI strength narrative to continue) 2. Thurs: Jobs data (downside read will strengthen rate cut) 3. Fri: PCE (soft/neutral inflation will confirm rate cut) Big week.
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