101796179
參與了投票
要點總結：
CPI數據引發了市場的反彈，但PCE的擔憂依然存在，複雜化了通脹前景。
可能正在進行一場「工程性衰退」以應對通脹並重置經濟。
市場面臨利率（通脹）與每股收益（增長）之間的緊張關係。
住房、就業和消費信心的結構性風險仍然很重大。
在CPI報告之後，美國股票的近期反彈留下了一些懸而未決的問題...
CPI數據引發了市場的反彈，但PCE的擔憂依然存在，複雜化了通脹前景。
可能正在進行一場「工程性衰退」以應對通脹並重置經濟。
市場面臨利率（通脹）與每股收益（增長）之間的緊張關係。
住房、就業和消費信心的結構性風險仍然很重大。
在CPI報告之後，美國股票的近期反彈留下了一些懸而未決的問題...
已翻譯
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$AMC院線 (AMC.US)$ 60!!!
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