Ben Emons:通貨膨脹不會緩解,而是會進一步上升
FedWatch Advisors 的創始人 Ben Emons 表示,關税和能源可能會使通脹保持高位,迫使美聯儲保持鷹派立場,而像 IBM 這樣的精選科技公司則提供了價值
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.
