transferred fromelectronicarcadealleyball: Financial community
this article is fromelectronicarcadealleyball: Financial Sector AI Telegraph
Shen Wan Hongyuan released a research reportelectronicarcadealleyballThere are still many uncertain risks in U.S. CPI inflation, such as rent inflation, oil prices and other factors, which may cause future market expectations for the Federal Reserve to cut interest rates more in a sawing state, exacerbating the volatility of 10Y U.S. bond interest rates. If the U.S. non-agricultural, CPI, and consumption data released next month are weaker than market expectations, expectations of interest rate cuts may also come back. As for the US dollar index, although European industrial production has rebounded slightly, it is still far weaker than the Federal Reserve and can also support the high volatility of the US dollar index.