2021-5-17-市場週報-天佑台灣
Update: 2021-05-17
Description
隨著周末台灣疫情變成三級，確診個案也如雨後春筍般地出來，大家最近真的要把口罩戴好，盡量不要出去溜搭了，隨著上周看到幾個有趣的數據這邊跟你們分析一下，最近美國公佈了很多數據，一個是CPI數據，遠超市場預期，印證了市場一直對通脹的擔憂；另一個就是非農就業數據，遠遠不及市場預期。這其實是兩個非常矛盾的數據，經濟處在奔向通脹的過程中，就業數應該隨之上漲，這才是健康的通膨週期，但現在兩者處於相反的方向，我認為美國經濟很可能已經進入了明顯的“滯漲”現象，至於在周五大盤瘋狂的暴力拉抬指數的時候，本周究竟是否可以延續漲幅?這邊來給各位聽眾解惑與給點小建議。
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