Tslaaftermarket

Tslaaftermarket

    • Pimco CIO’s warning: ‘Excessive excitement risk on rate cut expectations next year’

      【Bloomberg News, Daniel Ibasin, chief investment officer (CIO) of Pimco, warned that the bond market is at risk of leaning too much toward expectations of a rate cut next year and that “the inflation problem is still far from being resolved. “Moving in the right direction is quite another way to reach the central bank’s…

      11월 16, 2023
    • U.S. Source Inflation Slows

      【Bloomberg News Excluding food and energy, the core consumer price index (CPI) rose 0.2% in October from the previous month, below market expectations and previous estimates of 0.3%. Year-over-year, it was 4.0%, slowing from the previous 4.1%. Headline CPI growth was 0.0% month-on-month and 3.2% year-on-year. Excluding housing costs and energy, the rate of increase…

      11월 16, 2023
    • [Microsoft expected to announce the internalization of AI semiconductors, but announced the internalization of data centers]

      [Microsoft expected to announce the internalization of AI semiconductors, but announced the internalization of data centers] Microsoft has developed its own semiconductor technologyIt’s been announced! (Actually, there were three types. We also announced a semiconductor dedicated to network computing called DPU.) Recent data center semiconductors consist largely of CPU+GPU+AI Accelerator+DPU Microsoft has virtually internalized all…

      11월 16, 2023
    • 인플레이션과의 전쟁에서 승리했다! 라는 기쁜 소식이 전일 CPI 보고서를 통해서 들려온 듯한 분위기입니다

      오건영님글 ㅣ 인플레이션과의 전쟁에서 승리했다! 라는 기쁜 소식이 전일 CPI 보고서를 통해서 들려온 듯한 분위기입니다. 전일 소비자물가지수와 근원 소비자물가지수 모두 예상치를 하회하는 모습을 보여주었구요, 근원의 경우 주거비를 제외하면 상당 수준 인플레이션은 잡힌 것 아닌가.. 하는 분위기를 선사했습니다. 시장에서는 기준금리 인상 사이클은 지난 7월로 사실 상 종료되었다고 보는 것이 합당하며.. 이제 기준금리 인하를 논해야 한다고 말하고…

      11월 15, 2023
    • Excluding food and energy, the core consumer price index (CPI) rose 0.2% in October from the previous month, below market expectations and previous estimates of 0.3%.

      【Bloomberg News, 11/15】 Excluding food and energy, the core consumer price index (CPI) rose 0.2% in October from the previous month, below market expectations and previous estimates of 0.3%. Year-over-year, it was 4.0%, slowing from the previous 4.1%. Headline CPI growth was 0.0% month-on-month and 3.2% year-on-year. Excluding housing costs and energy, the rate of…

      11월 15, 2023
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