주식 영상 글

541 calls

… went we went from uh it was going to be uh this super core pce was going to be the inflation metric and that was rolled out of Jackson Hole I think it was in 2022 and they don't t…

…ven just this morning we saw once again Lower inflation and pce numbers yet uh higher spending so it seems like the FED should be in this position of cutting is it just your positi…

…, but there they are: a 3.3% increase. Analyzed alongside a PCE of 2%, which is precisely the target the Fed has to begin reducing pressure on interest rates, these are relatively …

…준이 시사한 수준과는 75bp 정도 괴리가 있습니다. 이 괴리는 많이 좁혀졌습니다. 이를 메우려면 CPI나 PCE 같은 물가 지표가 계속 2%대로 나와야 합니다. 실적이 잘 나오는 Stock, 예를 들어 넷플릭스 같은 주식 중심으로 장이 받쳐지고 있어서 밸류에이션 부담은 있지만 쉽게 내려갈 분 place기는 아닙니다. 미국 중심으로는 …

…me I've need ever needed anything to get fixed either Tesla pce for it or um if I've ever had to come out of pocket it's usually very cheap compared to I can tell you a lot of inte…

…heir home when home prices rise homeowners wealth increases pces making them feel more confident and likely to spend more this surge in spending can have a strong positive effect o…

…their favorite inflation indicator. We need to see a weaker PCE if we ever expect a rate cut. People quote PCE because they want to confuse and confound you. I don't play games lik…

…s all these different inflation indices the CPI the PPI the pce you can almost pick anyone you want but if you look at the one that the FED uses the most which is the pce personal …

…ear and we get a pretty important report on Friday which is pce deflator yeah um you surprised that this this Market has has continued to just ramp higher almost unabated uh I thin…

…ear and we get a pretty important report on Friday which is pce deflator yeah um you surprised that this this Market has continued to just ramp higher almost unabated uh I think th…

…던 범 place라 괜찮습니다. FOMC는 금리를 동결했지만 금리 인하를 시사했습니다. 연준은 원래 목표인 2%를 PCE 기준으로 보는데, 지금 CPI 수치가 목표까지 가지 않더라도 너무 늦게 금리를 내리면 리스크가 생길 수 있다는 점도 인지하고 있다고 말했습니다. 2%에 못 미쳐도 3%대 중반, 2.6~2.7% 정도면 금리 인…

…ere talking about you know you can you can take three-month pce you can take it look at core this and that uh one month data and everything there's ways to get to 2% sort of number…

…도 마찬가지입니다. 물가Bullish률이 목표치 place로 크게 올라갔었는데, For now, 상당히 내려왔습니다. Nick D의 PCE 차트와 함께 제가 즐겨 보는 또 다른 도구는 Multivariate Core Trend PCE입니다. 이것은 뉴욕 연방준비은행 웹사이트에서 찾을 수 있는데, Multivariate Core 섹션으로 들어가면 …

… interest rates. So the fact that we're seeing a decline in PCE, consumer spending index inflation, on an annualized basis, and the fact that over the last 6 months that decline ha…

…re importantly really is the Thursday where we get our core pce inflation remember pce inflation is what the FED used to make their decisions about whether to pause or rate hike so…

…모두가 엔비디아가 AI의 놀라운 혁신을 가능하게 했다는 것은 알고 있지만, 최종적으로 가장 큰 수혜를 누구가 받을지는 생각하지 않는 것 같습니다. 우리는 그 부분에 대해 확고한 관점을 가지고 있고, 우리 포트폴리오의 거의 모든 Stock이 AI를 이유로 편입되어 있습니다. 또 디플레이션에 대한 개념 증 people도 더 얻고 있습니다. …

…re going to have to wait till the end of the month for that pce inflation report for any confirmation on Lower inflation and then the jobs report there in December on the first Fri…

…ed the fact that we made 60 basis points of progress on the pce data in the third quarter alone see that's a pretty significant number he goes and I'm really happy to see that he g…

…วัสดิการว่างงานจะประกาศในวันพฤหัสบดี และไฮไลท์สำคัญคือดัชนี PCE ซึ่งเป็นตัวชี้วัดเงินเฟ้อที่ Fed ให้ความสำคัญ จะประกาศในวันศุกร์ ตลาดหุ้นยุโรปปรับตัวเป็นบวกเล็กน้อย ส่วนเอเชียเช้า…

…예 김장철의 투자 업데이트인데 그전에 아까 현대차에 잠깐 좀 제가 자리에 와서 체크를 하겠습니다. 아까 돈이 되는 수에서 현대차 이익 전망치 나온 시 한번 시지 한번만 보여 주시면게 맞네요. 이제에 2분기가 워낙 좋아서 4조 2억이 나왔고 3분기는 3조 컨센서스가 3조 4,800억 요게 맞습니다. 근데 이제음 전분기 대비…

…만 원 수익 상태입니다. 자, Yesterday는 아주 중요한 이슈가 두 가지 있었습니다. 먼저 연준이 중요하게 보는 PCE 물가가 둔화를 보이면서 호재로 증시가 크게 오르며 출발했습니다. 그런데 미국 연방정부 셧다운 우려가 커지면서 이 Bullish폭을 모두 깎아 내렸습니다. PCE 호재와 셧다운 악재가 맞붙으며 증시는 결국 보합으로 마감…

…consumer prices are going to Skyrocket what did we just get pce the fed's preferred inflation gauge month over month comes in at 04 the expectation was 0.5 year-over-year matches 3…

… Susan Collins and others already and then on Friday we get pce personal consumption expenditures pce core being the favorite of all metrics for the Fed so that will be must see TV…

… Susan Collins and others already and then on Friday we get pce personal consumption expenditures pce core being the favorite of all metrics for the Fed so that will be must see TV…

…get some macro numbers that matter the FED name of the core pce deflator both month over month and year of year this is uh one of their favorite measures I'm going to focus on infl…

… translates to around two percent of inflation according to pce suggesting the fomc's target would be approximately met by the middle of 2024. the abatement of inflation occurs the…

… you're picking probably the strongest single family of the pce and now that it's dispersed among 60 or 70 or 80 rockerfeller it uh I think it's true there were four or five Brothe…

…bine this with what we're seeing with okay great we got our pce numbers today personal incomes fell to 2% on the month gains so yes personal incomes went up but very low less than …

…Today 밤 PCE 물가가 나옵니다. 파월 의장이 이번 잭슨홀 연설에서 물가 목표 2%를 달성해야 한다고 말했는데, 그가 말한 물가지수가 바로 근원 PCE입니다. 현재 근원 PCE는 지난달 4.1%에서 이번 달 4.2%로 오히려 반등할 것으로 예상되는 상황입니다. 노동시장도 과열되어 있고 여전히 완화될 필요가 있다고 말했고,…

…ll get our GDP figures uh next week then we're going to get pce the fed's preferred inflation gauge on Thursday we're looking for 0.2 core month over month and 0.2 headline month o…