주식 영상 글

543 calls

…million won. Now, looking at the US stock market on Friday, PCE came in higher than expected, but a situation unfolded where the market surged significantly, accompanied by the ter…

…e confidence that we're on the right trajectory in fact the pce numbers we got this morning somewhat suggested o we could be seeing a little bit of an uptake in some of those core …

… and overall kind of set a bad tone heading into tomorrow's pce report keep in mind you do have Microsoft and Google reporting earnings here in just a few moments and I believe the…

… a little dirty to us next Wednesday. Tomorrow, we also get PCE. Do we think either of these are catalysts outside a buy-the-dip opportunity? No. That's because I think we are at …

…all-important personal consumption expenditures report, the PCE, the Fed's preferred measure of inflation. The expected headline number of 2.6% year-over-year inflation is slightly…

… touch on these a little bit later here we got notably core pce coming in on Friday I'll get to those in a minute here but anyways if we're going to go down into the first half of …

… not unhealthy for the market. I believe we will see a good PCE deflator value next week. Yes, which I believe will be at 2.7% , the lowest level in 3 years. Incidentally, that's …

…t is normalizing down let's see what else he has to say the pce in a couple of weeks is going to be more favorable we think than these latest inflation reads and I know what everyb…

…n it it is worth reminding folks that you know first of all pce inflation is their target it's under three it's probably going to stay under three they only think it should get to …

… they get to their next meeting on June 14th. We also get a PCE index inflation report before that. We are expecting some news today that might disappoint the markets, which react…

…rmalizing it's just not evident in the total picture so the pce in a couple of weeks is going to be more favorable we think than these latest inflation reads and I know what everyb…

… US inflation data the data that came in on Friday was core pce at 2.5 and headline pce at 2.5 hey previous numbers have revised higher but Jerome Powell did not seem phased um and…

…수익까지 합치면 현재 총 2억 정도 수익을 보고 있는 상황입니다. 이번 주 미국 증시 흐름을 보면, 금요일 PCE 물가지수 발표를 기다리며 Latest 5일 동안 S&P 500과 나스닥이 횡보했습니다. 그리고 어젯밤 PCE 물가지수가 발표되었는데, 여러분이 꼭 아셔야 할 핵심 내용만 공유드리겠습니다. 먼저 PCE 물가지수입니다…

…ective look at exactly what's going on so first when we got pce inflation numbers or as we were expecting them yesterday we remember that the February data is really just based off…

…는 정신 승리도 좀 필요하다고 봅니다. 장기 투자로 접근하신 분들이라면 말이죠. 그리고 Today 밤 발표되는 PCE를 짚어 보겠습니다. 제가 Yesterday SOXL과 TSMC를 매수한 이유이기도 합니다. 사실 제가 Previous 영상들에서 가급적 긴 휴일을 앞두고는 매수하지 않는 게 좋다고 말씀드린 적이 있습니다. 이번에도 Today은 성 금요일…

… going on with the different forms of uh inflation based on pce now that is inspired by the CPI which we understand a lot of people call this the CP live but what's not good is we'…

…춰야 할지는 모르겠습니다. 결국 일단 지표가 가장 중요한 calls 사실인 것 같습니다. 내일 나오는 물가 지표인 PCE, 연준이 가장 중요하게 생각하는 지표가 어떻게 나오느냐에 따라 Next 주 증시 방향이 정해질 것 같습니다. ### 미국장 휴장과 주간 리스크 그리고 마침 미국장이 이번 주 금요일, 그러니까 내일 휴장입니다.…

…months or 6 months including the estimates for February for pce of pce inflation we can see very clearly while we've come down nicely we're back on an uptrend of inflation now is i…

…ll elevated pricing levels what they're referring to is the pce PC is expected to come in uh next week we'll be covering that live of course on the uh stock market open live stream…

…ntion to that next Catalyst to pay attention to uh the next pce and CPI reports are going to be particularly important as well as the jobs report maybe less so pce I'd probably put…

…hared on ec.com six and three month charts Rising again for pce core consumer price index oh this is actually CPI Nick T tweets both of these charts PC and CPI versions but anyway …

…re kind of in a wait and see mode after all of the data and pce and data that you got on Thursday and Friday last week so that's what got us here but the interesting part about it …

…like is that the the inflation numbers that are in here the pce numbers came out out in line they weren't worse than expected now they weren't better than expected but they weren't…

…h, in line with expectations, and 2.4% year over year. Core PCE, the Fed's preferred inflation measure, also met expectations at 2.8%, still a bit above the Fed's target, but it's …

… house goes up every month. No, that doesn't make sense. So PCE today entered at number 28. That is inflation. Inflation is PC because it does not include residence. Okay. Just as…

…igher for longer so it's bad it's fugazi it's BS now we get pce data but pce data which the FED prefers is like based heavily on the CPI reads so it's a complete disaster now anoth…

…Yesterday 미국 증시는 지루한 구간을 보내고 있습니다. Yesterday는 Today 밤 발표되는 PCE 물가지수를 기다리면서 폭 Bearish하며 마감했는데요. 제가 항상 말씀드리지만 주식 시장에서 이런 지루한 구간은 너무나 자주 찾아옵니다. 그리고 진정한 장기 투자자라면 이런 구간에서 스트레스 받지 않고 진득하게 기다릴 줄 알아야 한다고 강조드리고 …

…ree months ago, it was only 20%, so about half. We get the PCE consumer price index for January tomorrow. Since the CPI and producer prices were already higher, it probably won't …

…주고 있습니다. 이번 주에 굉장히 중요한 지표가 하나 발표됩니다. 연준이 가장 선호하는 지표인 개인소비지출 PCE가 2월 29일에 발표됩니다. PCE 발표 결과에 따라 시장의 방향성이 결정될 것으로 보입니다. 미국 증시에 대한 제 장기적인 관점은 나스닥 100으로 봤을 때 2021 year 전 고점을 지금 넘으면서 한 번 더 …

… 수 있어서 의미가 큽니다. 또 CPI와 PPI 수치를 조합하면 연준이 2% 물가 목표치로 삼는 벤치마크인 PCE 수치를 유추해 볼 수 있습니다. 그래서 Yesterday 시장은 PPI 발표를 주목했는데, 안타깝게도 예상치를 크게 웃도는 수치가 나왔습니다. 너무 황당할 정도로 높게 나왔습니다. 얼마 전 CPI 발표도 높게 나와서 충…