⚠️ Federal Reserve interest rate cut signals escalate again! Nomura Chief: These two data points are "forcing" a shift in monetary policy 💸
📉【Core Viewpoints】 Matthew Paley, CIO of Nomura Asset Management, pointed out in the latest report: ✅ Slowing inflation + weak labor market → increased likelihood of interest rate cuts ✅ The latest economic forecast will lower inflation expectations for the coming quarters ✅ Internal divisions within the Federal Reserve on policy paths have reached historical peaks
🔍【Key Data Interpretation】
1. The "brake" on inflation is evident • Core PCE price index has been below 2% for three consecutive months • Rental inflation fell by 1.2% year-on-year (the largest monthly decline in nearly 10 years) • Commodity price deflation continues to spread (used cars/electronics down over 8%) 2. The employment market is "inflated"
⚠️ Federal Reserve interest rate cut signals escalate again! Nomura Chief: These two data points are "forcing" a shift in monetary policy 💸
📉【Core Viewpoints】 Matthew Paley, CIO of Nomura Asset Management, pointed out in the latest report: ✅ Slowing inflation + weak labor market → increased likelihood of interest rate cuts ✅ The latest economic forecast will lower inflation expectations for the coming quarters ✅ Internal divisions within the Federal Reserve on policy paths have reached historical peaks
🔍【Key Data Interpretation】
1. The "brake" on inflation is evident • Core PCE price index has been below 2% for three consecutive months • Rental inflation fell by 1.2% year-on-year (the largest monthly decline in nearly 10 years) • Commodity price deflation continues to spread (used cars/electronics down over 8%) 2. The employment market is "inflated"
⚠️ Federal Reserve interest rate cut signals escalate again! Nomura Chief: These two data points are "forcing" a shift in monetary policy 💸
📉【Core Viewpoints】 Matthew Paley, CIO of Nomura Asset Management, pointed out in the latest report: ✅ Slowing inflation + weak labor market → increased likelihood of interest rate cuts ✅ The latest economic forecast will lower inflation expectations for the coming quarters ✅ Internal divisions within the Federal Reserve on policy paths have reached historical peaks
🔍【Key Data Interpretation】
1. The "brake" on inflation is evident • Core PCE price index has been below 2% for three consecutive months • Rental inflation fell by 1.2% year-on-year (the largest monthly decline in nearly 10 years) • Commodity price deflation continues to spread (used cars/electronics down over 8%) 2. The employment market is "inflated"
⚠️ Federal Reserve interest rate cut signals escalate again! Nomura Chief: These two data points are "forcing" a shift in monetary policy 💸
📉【Core Viewpoints】 Matthew Paley, CIO of Nomura Asset Management, pointed out in the latest report: ✅ Slowing inflation + weak labor market → increased likelihood of interest rate cuts ✅ The latest economic forecast will lower inflation expectations for the coming quarters ✅ Internal divisions within the Federal Reserve on policy paths have reached historical peaks
🔍【Key Data Interpretation】
1. The "brake" on inflation is evident • Core PCE price index has been below 2% for three consecutive months • Rental inflation fell by 1.2% year-on-year (the largest monthly decline in nearly 10 years) • Commodity price deflation continues to spread (used cars/electronics down over 8%) 2. The employment market is "inflated"
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