首页 News 正文

China International Capital Corporation (CICC): The Federal Reserve may only cut interest rates once this year, possibly in the fourth quarter

六月清晨搅
270 0 0

According to the China International Capital Corporation (CICC) research report, the US CPI in April increased by 3.4% year-on-year (previous value of 3.5%), while the core CPI increased by 3.6% year-on-year (previous value of 3.8%), both slowing down from the previous month and in line with market expectations. From the perspective of sub items, prices of used cars, furniture and household appliances continue to decline, and service inflation remains sticky. This set of inflation data is of great significance to the market as it reduces concerns about "secondary inflation", helps to enhance risk appetite, and drives the US stock market up. However, CICC believes that a month of data will not prompt the Federal Reserve to quickly turn to interest rate cuts. Instead, the slowdown in inflation has made financial conditions more relaxed, and the future economic and inflation elasticity has increased. The possibility of "not landing" has increased, as has happened in the past few months. Reiterating previous views: The Federal Reserve may only cut interest rates once this year, possibly in the fourth quarter. US bond yields will continue to remain high, and the attractiveness of US stocks may continue to be stronger than bonds.
CandyLake.com 系信息发布平台,仅提供信息存储空间服务。
声明:该文观点仅代表作者本人,本文不代表CandyLake.com立场,且不构成建议,请谨慎对待。
您需要登录后才可以回帖 登录 | 立即注册

本版积分规则

  •   知名做空机构香橼研究(Citron Research)周四(11月21日)在社交媒体平台X上发布消息称,该公司已决定做空“比特币大户”微策略(Microstrategy)这家公司,并认为该公司已经将自己变身成为一家比特币投资基金 ...
    caffycat
    昨天 11:18
    支持
    反对
    回复
    收藏
  •   每经AI快讯,11月20日,文远知行宣布旗下自动驾驶环卫车S6与无人扫路机S1分别在新加坡滨海湾海岸大道与滨海艺术中心正式投入运营。据介绍,这是新加坡首个商业化运营的自动驾驶环卫项目。 ...
    star8699
    3 天前
    支持
    反对
    回复
    收藏
  •   上证报中国证券网讯(记者王子霖)11月20日,斗鱼发布2024年第三季度未经审计的财务报告。本季度斗鱼依托丰富的游戏内容生态,充分发挥主播资源和新业务潜力,持续为用户提供高质量的直播内容及游戏服务,进一步 ...
    goodfriendboy
    3 天前
    支持
    反对
    回复
    收藏
  •   人民网北京11月22日电 (记者栗翘楚、任妍)2024广州车展,在新能源汽车占据“半壁江山”的同时,正加速向智能网联新能源汽车全面过渡,随着“端到端”成为新宠,智能驾驶解决方案成为本届广州车展各大车企竞 ...
    3233340
    昨天 17:06
    支持
    反对
    回复
    收藏
六月清晨搅 注册会员
  • 粉丝

    0

  • 关注

    0

  • 主题

    30