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FindingSteadinessAmid

2026-05-08 12:53:52

I believe that upcoming CPI/PCE inflation data will directly determine Federal Reserve policy expectations. If inflation does not decline as expected, the market may reprice the risk of interest rate hikes.

In the long term, the trends in energy prices, the impact of geopolitical conflicts on inflation, and market expectations regarding the timing of global liquidity easing will be influential.

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