After Meeting EP.65｜通膨走了財報來了 - MacroMicro 財經M平方

What this episode covers

進入下半年，通膨、利率、經濟三個對焦走到哪裡？美國 6 月通膨 CPI 年增再創新高，但股市的反應不如前一個月回檔得那麼嚴重，反而表現得還算有支撐！顯示市場對於通膨攀升的預期正在淡化，呼應我們先前提及估值修正逐步接近尾聲。而代表前景的經濟基本面更要搭配關注，長線投資勝率才會提高。適逢 Q2 財報季，經濟衰退的市場預期會不會影響企業獲利表現？本次全球市場研究員 Vivianna 來跟大家聊聊～ #精華重點搶先看 📌 解讀通膨、利率、經濟三個對焦 📌 高通膨與聯準會政策 📌 美股財報季關注重點 📌 一週一圖表：芝加哥聯儲當週金融狀況指數 📌 回答用戶問題 ⏰【MM 總經知識節】五大精選課程 - 輸入折扣碼享最低 77 折前往購課👉 https://pse.is/4cgvdl **折扣碼在課程簡介中，兌換前記得輸入折扣碼喲！ 👉 下載本集訪談筆記 https://pse.is/4c98yg ✍️ MM 部落格｜三大對焦快報 https://pse.is/4ccw6l ✍️ MM 部落格｜歐洲央行快報 https://pse.is/4cj24v 💹 MM 圖表｜芝加哥聯儲當週金融狀況指數 https://pse.is/4cash3 💹 MM 圖表｜全球總經成績單 https://pse.is/4crw4b 💹 MM 圖表｜10Y - 3M 利差 https://pse.is/4cm3fv 🎧 錄音時間：7/22 1230 💻 研究員：Vivianna -- Hosting provided by SoundOn

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Frequently Asked Questions

How long is this episode of MacroMicro 財經M平方?

This episode is 42 minutes long.

When was this MacroMicro 財經M平方 episode published?

This episode was published on July 24, 2022.

What is this episode about?

進入下半年，通膨、利率、經濟三個對焦走到哪裡？美國 6 月通膨 CPI 年增再創新高，但股市的反應不如前一個月回檔得那麼嚴重，反而表現得還算有支撐！顯示市場對於通膨攀升的預期正在淡化，呼應我們先前提及估值修正逐步接近尾聲。而代表前景的經濟基本面更要搭配關注，長線投資勝率才會提高。適逢 Q2 財報季，經濟衰退的市場預期會不會影響企業獲利表現？本次全球市場研究員 Vivianna 來跟大家聊聊～ #精華重點搶先看 📌 解讀通膨、利率、經濟三個對焦 📌...

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