Ben Emons：通货膨胀不会缓解，而是会进一步上升
FedWatch Advisors 的创始人 Ben Emons 表示，关税和能源可能会使通胀保持高位，迫使美联储保持鹰派立场，而像 IBM 这样的精选科技公司则提供了价值
Ben Emons, Founder of FedWatch Advisors, said tariffs and energy could keep inflation elevated, forcing the Fed to stay hawkish, while selective tech names such as IBM offer value.