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普朗特🦅
哈玛克喊加息,表面很吓人,但没锁死10月,像是提前打预防针。
在我看来10月大概率不加,12月才可能加。
真正怕的不是cpi,而是美元和资金流出,美元现在很强,钱更愿意回美元资产。
核心通胀降低,比特币还能喘口气,核心通胀超预期,80000很可能守不住。
总的来说12月才是大雷,让子弹再飞一会吧~
#9月CPI公布在即,哈玛克称仍需进一步加息
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