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taishiro
taishiro
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So we're dealing with an economy that is still growing strongly, but inflation isn't easing at the pace the Fed would like. Looking at this from a market perspective, there are two things worth paying attention to. First, the growth and AI narrative is still supporting equities. Big tech earnings remain strong, AI infrastructure spending continues, and institutional interest in the sector hasn't disappeared. #USCorePCERisesTo3.1%
taishiro
taishiro
9月核心PCE同比增长3.1%,高于3.0%,月度通胀率上升0.3%。总体PCE也加速至3.6%。 数据符合预期,但通胀仍然难以降低。我们仍远高于美联储2%的目标。 这发生在美联储将利率维持在3.75%至4.00%之间仅一天后,两名成员投票反对,支持加息。第三季度GDP也强劲增长3.4%。 #USCorePCERisesTo3.1%

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