EP98 - 撥亂反正 股市回歸正常 The Stock Market Has Become Rational

最近股市的走勢開始出現比較明顯的分化。高成長高PE的科技股在上周連跌4天，而能源，原材料，金融等價值股卻能夠逆勢上漲。在一個經濟出現滯脹的環境中，這才是市場應該出現的反應。本週三早上公佈的美國12月份CPI顯示通脹仍舊持續上升，而美聯儲還在不斷放水，他們所說的控制通脹僅僅是口頭說說。現在市場已經真正開始擔心通脹了。

The stock market has begun to show a more obvious divergence among various sectors recently. High-growth and high-PE technology stocks fell for 4 consecutive days last week, while energy, raw materials, financial and other value stocks were able to rise against the trend. In an environment of stagflation, that's how the market should react. The U.S. CPI for December released on Wednesday morning showed that inflation continued to rise, and the Fed was still doing QE. What they said about controlling inflation was just rhetoric. Now the market has really started to worry about inflation.

#通脹 #Inflation

Видео EP98 - 撥亂反正 股市回歸正常 The Stock Market Has Become Rational канала 老黃談經濟