Fialda là Kênh thông tin chuyên sâu về các lĩnh vực kinh tế, tài chính & chứng khoán được cập nhật liên tục, chính xác và đầy đủ nhất Việt Nam áp dụng công nghệ 4.0 AI & Big Data. Tin tức và sự kiện doanh nghiệp được cập nhật liên tục. Thông tin về các giao diện cổ đông nội bộ, nhận định thị trường, phân tích chứng khoán qua lăng kính kỹ thuật, thông tin nhịp đập thị trường được cập nhật đầy đủ, liên tục và chính xác.
Việc giá dầu giảm mạnh đang tạo ra tình huống trái ngược: kích thích tiêu dùng thay vì kiềm chế lạm phát, gây áp lực lên Fed.
Các ý chính:
- Chuyên gia Torsten Slok của Apollo nhận định giới đầu tư không còn tin giá dầu giảm sẽ tự động kéo lạm phát xuống.
- Nền kinh tế Mỹ vẫn tăng trưởng nóng, năng lượng rẻ giải phóng tiền chi tiêu của người dân và doanh nghiệp, đẩy tổng cầu lên cao.
- Mối tương quan giữa giá dầu và lợi suất trái phiếu kho bạc Mỹ kỳ hạn 2 năm đã bị phá vỡ sau khi CPI tháng 4/2026 được công bố.
- Các nhà kinh tế dự báo chỉ số PCE cốt lõi tháng 5/2026 sẽ tăng lên 3,4%, cao hơn mức 3,3% tháng trước và xa mục tiêu 2% của Fed.
- Fed có thể buộc phải tiếp tục tăng lãi suất để hạ nhiệt nền kinh tế và kiểm soát lạm phát dai dẳng.
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