Inflation surpassed 4% for the first time since 2023

Investor summaryBearish

US inflation has exceeded 4% for the first time since 2023, signaling persistent price pressures.

Bear points

Inflation exceeding 4% reduces the likelihood of near-term interest rate cuts.
Persistent price pressures could lead to tighter monetary policy, weighing on equity valuations.

降息与宏观

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