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After Meeting EP. 123｜千線萬線看 CPI 這條線，聰明錢來了！

EPISODE · May 19, 2024 · 36 MIN

After Meeting EP. 123｜千線萬線看 CPI 這條線，聰明錢來了！

from MacroMicro 財經M平方 · host MacroMicro

【友站訊息推廣】對於CASETiFY「強悍防摔手機殼」跟「多功能手機背帶」有興趣可點擊以下連結，前往挑選心儀款式！ 👇CASETiFY 專屬 9 折優惠連結 http://www.casetify.com/macromicro.me 折扣碼：10MM 優惠使用期限：2024年 6 月 19 日 請注意！折扣碼適用於 CASETiFY 官網全系列商品，部分其他新品、限定精選及聯名系列除外。 . 本週焦點回到美國，除了通膨數據 CPI 跟零售銷售數據，第一季 13F 持倉報告也公佈了！ 本集特別邀請美國主題研究員 Ralice 和量化研究員 AL 上節目，和大家聊聊經濟數據如何牽動聯準會的下一步，以及大型投資機構過去季度的佈局。 . 📌 令人滿意的成績單！CPI 放緩、零售銷售降溫 📌 美國經濟與通膨劇本怎麼走？就看這些線！ 📌 13F 持倉解析：波克夏、橋水、索羅斯、方舟投資、阿帕盧薩 📌 13F機構持倉主題專區導覽 . 【🌟加入年繳訂閱】一次交給你！穩健且高勝率的總經策略工具，並現省兩個月費用！ https://pse.is/5w6wwz . 【🗳️Product Hunt 投票】助財經Ｍ平方一臂之力，讓世界看見台灣！ https://pse.is/5y4fry . ✍🏻專區 | 13F機構持倉 https://www.macromicro.me/13f --- 🎙 錄音時間：05/16 13:00 💻研究員：AL & Ralice -- Hosting provided by SoundOn

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After Meeting EP. 123｜千線萬線看 CPI 這條線，聰明錢來了！

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