The PCE data we've been expecting since last week had a smaller impact? I really couldn't hold it back, it felt like I was directly poured a basin of cold water, and I thought about many possibilities: the PCE annual rate and the monthly rate are both bullish, both are bearish, or one bearish and one is bullish. I didn't expect it to be this result, people are one stone to stir up a thousand waves, what is this? At this time, I have to mention a certain star, Hong Kong has really made enough preparations and publicity for your arrival, but you didn't play when you came, what did you say about being unwell? Okay, it's understandable, but it turned out that there was no discomfort after two days of going to the small day, and there was no discomfort in the first two days. So what do you mean? PCE, you're good not to learn, learn this thing, right?
In fact, this result is only not very beneficial to our current shorting**, but for the market and the Fed, it is indeed a result that both parties are more satisfied with, the Fed is not under much pressure, and the market does not need to worry too much. However, the PCE monthly rate is still more worrying, although it is in line with the market, but compared with the previous value of last month's data, the increase is still relatively large, so inflation is still more pressured. Yesterday we talked about the impact of PCE not only on the day, but also on the direction of the Fed in the future, so the Fed is expected to delay the interest rate cut again, and it is also more beneficial for us to short ** in the long run.
So last night we were pretty much focused on the PCE and ignored other data, such as initial jobless claims and a few data at 11 o'clock. After the impact of PCE is small, including the US index, it is because the number of initial jobless claims is bullish, and the subsequent piercing of 2050 is also the blessing of the eleven point data again.
In the early hours of this morning, the Federal Reserve four ** spoke on the issue of the Federal Reserve cutting interest rates, and the Federal Reserve Daly: If necessary, interest rates can be cut,Cutting rates too quickly could lead to a backlash in inflation；Fed Bostic:Wage growth outpaced inflation, this trend is expected to continue; Goolsbee: The current interest rate is quite restrictive; Mester: For nowIt feels appropriate to cut interest rates three times this year. It is still a hawkish speech, the difference is that this time the CPI and PCE data for January are already known, and inflation is mainly based on these two data, so the CPI and PCE monthly rates have increased compared with December last year, especially the PCE, from 01% to 04%, the overall growth is still relatively obvious, so the Federal Reserve ** is again active in the public eye to continue to hawk, because the current data as a whole points to inflation may continue to rise, the Fed is currently facing a more severe situation, and the expected interest rate cut time may be postponed again.
* The current one-hour line, yesterday's highest piercing 2050, but the final closing line is still closed at the 2047 pressure level we talked about yesterday, that is currently back to the parallel channel again, then our support for the middle and lower rails is still effective, then yesterday there was no short order above 45, the current price of 2045 can be empty, we directly see the position of the lower rail, take profit 20365. Make a big wave of a point, stop loss 2052.
Okay, today's ** trading ideas and direction are probably like this, if you have other questions, you can ask me in the comment area. **is changing, the strategy is also changing, want to know more** Follow me, non-stop updates on weekdays Real-time suggestions, for reference only, investment is risky, everyone see more comparison.