1. Continued interest rate hikes are a foregone conclusion
Note: The performance of A-shares this afternoon did not match the interest rate hike! Mainly the work of Southbound Capital's own insiders!
Those working in the financial industry have been very busy these past two days
On Valentine's Day, February 14, when all walks of life are abusing dogs, financial practitioners are still working overtime analyzing data and writing articles in advance
And while everyone was resting or having fun last night, financial practitioners were also working overtime
Why is that?
What I was waiting for on Valentine's Day night was the US CPI data, and what I was waiting for last night was the US retail data. As a result, the data that came out was that these two major aspects exceeded expectations
In terms of CPI:The US CPI rose 6.4% year-on-year at the end of January, while the market forecast was 6.2%.In other words, the US CPI has exceeded expectations again, but the good news is that it has declined compared to the 6.5% year-on-year data last month. CPI rose 0.5% month-on-month after the seasonal adjustment. This is basically in line with expectations.
In terms of retail data:The month-on-month increase in retail sales in the US in January was far higher than the market's general forecast of 1.9%, while the year-on-year increase was 6.4%. Retail sales after excluding automobiles and parts increased 2.3% month-on-month, which was also higher than the market forecast of 0.9%.
Why do financial practitioners pay special attention to these two data?
The logic and reason are almost the same in my analysis of the non-agricultural analysis article last week:CPI represents prices, and retail data represents consumption capacity, and if these two aspects are strong, it means that inflation has stopped and consumers have money pockets...