2024. 5. 18. 00:49ㆍU.S. Economic Stock Market Outlook
cpi 변수가 이제 끝난게 아닌가...?
음 시장흐름보면 이제 금리인하는 거의 코앞에 온것같은 상황인데... 이걸 정상적으로 언제쯤 반영할련지가? 궁금해지네요 Consumer Price Index (CPI): The Consumer Price Index (CPI), inflation data with the life and death rights of the stock market, will be released. Markets expect core prices, which the Fed is paying attention to, to have fallen from 3.8% to 3.6%.
📊 Fed and Data: This week, starting with the New York Fed's near-term inflation forecast, there will be a flurry of important data, including CPI and PPIs, retail sales, pillar manufacturing indexes, and new home sales. On top of that, Fed members are also scheduled to make comments on this, so we need to prepare for the possibility of increased volatility in the market.
🛒 Earnings Season: Major retailers such as Home Depot (HD) and Walmart (WMT) are among the companies that will report earnings that will attract investors this week. The U.S. economy looks set to take note of consumption, both first and last.
📈 MSCI Half-Yearly Review: The release of a quarterly review by Morgan Stanley Capital International (MSCI), an index that significantly affects passive capital inflows, is scheduled on the 14th (local time). Attention is focusing on who will be left out and who will come in.
🤖 Google I/O 2024: Google I/O, the largest developer conference held by Google, will begin on the 14th. Google has already made it clear that this year's I/O is about artificial intelligence. What AI strategy will Google come up with?
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