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为啥市场又下来了?。。。

(2022-10-07 11:55:53) 下一个

上月底小番茄是这么瞎猜的:

https://blog.wenxuecity.com/myblog/75315/202209/30111.html

今天数据是不好,但是美眉不是有解释权可以带风向吗?

主要原因可能还是和俺上月底猜的一样: 上方空间不够,

砸一下好有一个强一点的反弹逃命波,

开月马上就弹了,估计是意外,那个周末出了瑞信消息,美眉怕失控也想下砸上弹时机主导权,先拉一下,以前贝,黎好像都这样,

https://blog.wenxuecity.com/myblog/75315/202210/1796.html

当然如果月中季报出来实在是烂,Recession在卖菜大妈里也变成共识,逃命波也不是非有不可的,

IMHO,YMYD,

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Charade 回复 悄悄话 Two messages here: 1. Terminal rate will probably be higher. 2. Next rate hike will probably be .5-point. But the market 只听到 "very firmly in the .25-point move pacing." 这句话。
Charade 回复 悄悄话 At 1:30PM(EST) Atlanta Fed said he's open to revising up his terminal rate projection of 5%-5.25% but hasn't done so at the moment. "I'm still very firmly in the .25-point move pacing."

Later, before market close, Fed governor Chris Waller said: "Recent data suggest that consumer spending isn't slowing that much, that the labor market continues to run unsustainably hot, and that inflation is not coming down as fast as I had thought" (Meaning what? .50-point in the coming rate increasing?)
Charade 回复 悄悄话 股市还是在跟着 Fed 的屁声走。
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