Undying U.S. Stock Exchange, U.S. Economy: Inflation Is Better Than You Think

Undying U.S. Stock Exchange, U.S. Economy: Inflation Is Better Than You Think

미국경제가 아직까진 꾸준하게 좋네요

다우 나스닥 최고점 신고가 매매구간인데, 차근차근 문제를 잘 해결하는 모습입니다

고점이라고 무섭다고 당장 현금화해야된다고 주장하는분들 입장도 이해는 가지만, 생각보다 조정은 짧고 다시 상승기류는 더 강해질 수 있습니다

그만큼 빅테크 메가테크 종목들의 성장력은 무시무시하니까요

The anxiety that started with the data turned off with the data. Today, the New York Stock Exchange staged a strong upward recovery as consumer expectations for inflation were weaker than expected.

It still hasn't reversed all of the previous day's declines, but it seems to continue its upward trend, climbing back up both the 5-day and 9-day horizon, which is quite important for short-term trends.

Importantly, consumers believe mid-term inflation will fall further in the future than it did before. University of Michigan's consumer sentiment index, released today, was better than expected at 69.1 (vs 67.4) but was still down from 77.2 the previous month.

And short-term inflation expectations were 3.3%, lower than the 3.5% forecast, which could be seen as a potential signal that consumer spending demand is likely to slow down as a result, which could cause inflation to fall.

Naturally, this was seen positively in markets where the Fed's rate cut is an important catalyst. In particular, Nvidia has declared that the AI boom has just begun, showing the AI boom spreading to a broader market.

Bank of America is now warning that markets are more at risk of overheating melt-up rallies than downside risks. The market rally is likely to continue for some time, especially when there are no potential risk requirements, such as a sharp rise in unemployment or asset market fever lifting oil prices endlessly.

Now, the potential risks investors should keep an eye on will be unpredictable geopolitical risks or uncertainties from the presidential election. Of course, even this is likely to be a good low-price buying opportunity as a short-term risk.