News summary

Shen Wanhongyuan's latest report pointed out that the risk of inflation uncertainty in the United States continues. Factors such as rent and oil prices may cause market expectations to be sewed. The interest rate of the 10-year U.S. bond has experienced sharp fluctuations. If economic data does not meet expectations, expectations of interest rate cuts may heat up again. At the same time, although industrial production in Europe has rebounded slightly, it is still far behind the Federal Reserve, or supports the dollar to remain high and volatile.

Newsletter text

[Shen Wan Hongyuan Research Report analyzes U.S. CPI inflation risks] Shen Wan Hongyuan's latest research report pointed out that U.S. CPI inflation faces uncertainty, including rising housing costs and oil prices. This uncertain risk may lead to sharp fluctuations in market expectations for the Federal Reserve's future interest rate cuts, which in turn affects long-term U.S. Treasury yields. If the U.S. employment, CPI and consumption indicators released next month are not as expected, market views on interest rate cuts may heat up again. Although European manufacturing data rose slightly, it was still weak compared with the Federal Reserve, which also provided a strong source for the dollar.qixgamesupport.