Terrible report !
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降息压力增大
-lionhill-
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03/06/2026 postreply
06:05:09
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It is too bad. FED cannot cut when oil is going to $100
-越王剑-
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03/06/2026 postreply
06:13:40
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美伊战争会导致通账也上涨
-lionhill-
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03/06/2026 postreply
06:17:50
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就业不好通账又上升,利率不降,very bad combo
-lionhill-
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03/06/2026 postreply
06:20:37
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The concern is recession, more serious than rate cut
-三心三意-
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03/06/2026 postreply
06:29:08
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yep...
-LvNordstrom2-
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03/06/2026 postreply
06:31:11
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要加回 hedge 吗? 6720 了
-snowwhite76-
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03/06/2026 postreply
06:41:26
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Yes, I am adding back that 1/3 :)
-三心三意-
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03/06/2026 postreply
06:55:26
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多谢
-snowwhite76-
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03/06/2026 postreply
06:59:51