CITIC Securities : Le risque de réinflation secondaire aux États-Unis est faible, la forte hausse des prix du pétrole limite l'espace de baisse de l'inflation

Mars Finance information, according to Jintiao reports, China Securities Research reports state that U.S. inflation in April continued to be hot, the spillover effects of Middle East conflicts are still ongoing, and the compensatory rise in rent inflation has pushed up the core reading.
High inflation continues to erode the real purchasing power of American households, with low-income families facing stronger cost shocks, and real hourly wages returning to negative growth year-on-year after three years.
China Securities believes that the risk of a second U.S. inflation is relatively small, but high oil prices will hinder the space for inflation to fall within the year, and under the baseline scenario, the Federal Reserve is still expected to cut interest rates by 25 basis points within the year.