주식 영상 글

541 calls

… wrote what the f so he's like hey on a 12-month basis core pce inflation peaked and has gradually declined uh you know basically all the way through July uh and uh and then he say…

… and then, you know, at the end of the month, we'll get the PCE inflation date. Maybe that's when the markets will start to feel better. Um, maybe we could have ended August a litt…

…meaningfully in recent months in the United States the core pce which excludes food and energy only increased by 0.2 percent in June the slowest rate since September 2021. the head…

…ing the right direction however Powell has talked about how pces is a better guide that also came out this week so we're going to look at that number um but as far as we had anothe…

…되고 있기에 그 부분도 큰 것 같아요. 여기 아래 지지선이 매우 중요하겠습니다. Today 장 전에 와이시시와 PCE가 변수가 됐었는데, 만약 잘 나오지 않았다면 이 지지선을 이탈하지 않았을까 싶습니다. 다행히 잘 나와서 현재 기술적으로는 문제없다고 봅니다. Yesterday 이탈했던 10일선과 20일선 place로 다시 올라왔고, 저는 Yesterday …

…ts it's 2.98 and there's big numbers rolling off for uh the pce particularly the core pce in the next three to four months it's possible the pce could go down to a three handle on …

…but we're finding the Glide path to core inflation and core pce you know could actually undershoot what a lot of people think over the next few months and so I think that's one of …

…간격으로 약 2% 올랐고, 나머지는 약보합에 머물렀습니다. 이번 주는 실적 발표도 많고, FOMC views의와 PCE 물가지수 발표도 이번 주말에 있어서 시장이 기다리자는 분 place기입니다. 관망 자세가 뚜렷하다고 보시면 될 것 같습니다. ### 이번 주 주목할 경제지표와 시장 기대 이번 주에는 중요한 경제지표와 미국 통화정책…

…but we're finding the Glide path to core inflation and core pce you know could actually undershoot what a lot of people think over the next few months and so I think that's one of …

…of underlying inflation such as trimmed mean CPI and PCI or pce rather here I am thinking about PCI cards for computers because I'm installing one but anyway now PC has been easing…

…that excluding the volatile food and energy components core pce barely Rose and we saw that these These are Jerome Powell is going to get his Monument for sick in a soft Landing he…

… weakness in the U.S data is not showing up I mean the core pce perhaps is one of the many uh which kind of showed some amount to weakness softness but otherwise it's been pretty s…

…Michigan consumer sentiment expectations uh and then we got pce numbers and keep in mind all this drama around crypto in my opinion something to note between now and like mainstrea…

…ags on inflation we do have an inflation Catalyst this week pce coming out on Friday we'll talk more about that later but uh beyond that this is uh I'm very curious to see how the …

…highly imperfect proxy of Powell's preferred measure CPR or pce super core rather so in other words a sort of a rough guesstimate based on our CPI to get to a pce super Corp what d…

…une but what really surprised me here was for last Friday's pce that personal consumptions expenditures report I think investors took their eyes off that inflation ball if you didn…

…자에 실패하죠. 우리는 그냥 가만히 있으면 됩니다. 이번에 여러분도 그걸 느끼셨을 거라 생각합니다. Yesterday PCE 물가지수가 발표되었는데, 예상보다 높게 나오면서 인플레이션 둔화 속도가 크게 줄었다는 것을 확인할 수 있는 수치였습니다. 그럼에도 지금 증시의 우선순 place는 AI입니다. PCE와 근원 PCE 그래프를 보면 둔화가…

…could afford to become a little more damage I think today's pce supports that we sent out an alert to our clients I think three things with them that really told us that future inf…

…ke 350 and I'm staring at my two coffees and I'm like so uh pce comes out soon let's look at the forecast this rarely happens it happened and I apologize um yeah so anyway let's no…

…tion based on that report to drop from 4.6 to 4.4 the fed's pce inflation expectation report is sitting at 2.9 right now we really want to see that University of Michigan one come …

…than expected reading on inflation but just barely the core pce which is the least accurate and therefore the fed's favorite way to measure inflation because it understates it the …

…e Services came in at expectation core services and we know pce runs lower just the way they measure it right uh is it possible that we really did peak in June of 2022 and that yea…

…ou can look at CPI um X food and energy you can look at the pce which the FED likes we'll get a March number um tomorrow um but the PC if you just look at the last six months it's …

…ht I mean the CPI report well I technically they prefer the pce but who cares same crap okay so what do we want to pay attention to tomorrow who is the biggest paper hander what ha…

… be getting now within the next week we will be getting the pce report and that sentiment report next Friday the next Friday report on sentiment is going to be huge because we want…

…rs make up somewhere between five to six percent of CPI and pce depending on which one you're looking at obviously this week we're going to be looking at CPI that's sort of the mos…

… 유니스토리자산운용 김장열 투자전략 본부장님 나오셨습니다. 어서 오십시오. 안녕하세요. 주말 사이 미국의 PCE 물가와 IRA 세부안이 나온 게 가장 큰 이슈잖아요. 일단 물가는 조금 꺾이고 있는 calls가요? 물가는 괜찮게 나왔습니다. 우리 입장에서는 올라가지 않아서 예상보다 조금이나마 하향 추세를 보여준 것이 투자자들에…

… 훨씬 높게 올려야 할 것이라고 파월 의장이 직접 얘기하기도 했습니다. 물가 지표 중 연준이 가장 중시하는 PCE 손익분기 데이터가 좋게 나왔는데도 이 차트가 계속 오르는 이유가 뭘까요? 지금 이게 올라가는 이유는 OPEC 플러스가 하루 100만 배럴 이상 감산에 나섰기 때문입니다. 브라질, 캐나다, 노르웨이, 미국은 …

…than expected reading on inflation but just barely the core pce which is the least accurate and therefore the fed's favorite way to measure inflation because it understates it the …

…eally data dependent we see that the FED funds rate finally pce fell below the FED funds rate and you know obviously the FED wants the FED funds rate above inflation it's nowhere n…