Interest rate cuts are postponed, and rumors of interest rate hikes are overwhelming!The unexpectedly strong January CPI and PPI data in the United States caused the market to postpone expectations for a rate cut in May to June, and then from June to July.But the market seems to be more extreme, and many big players have even shouted slogans to continue raising interest rates.The loudest call for an interest rate hike comes from former U.S. Treasury Secretary Summers. Summers said that the continued inflationary pressure shown in the latest data indicates that the Fed's next policy action may be to raise interest rates rather than cut them.In addition, strategists at Societe Generale and Citigroup both said there may be risks of interest rate hikes.In fact, this is actually good for the risk market!Historically, risk markets will fall after interest rate cuts, because interest rate cuts mean that the U.S. economy has weakened.Now that the expectation of interest rate cuts has been postponed, the market's expectations of interest rate cuts have always existed, which has promoted the rise in risk market prices.Judging from the current situation, I temporarily believe that the currency circle will collectively rise in the second half of this year. At that time, I will gradually stop taking profits and leave the market.
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