CICC: Higher Certainty for Easing Trades in Early December
According to ChainCatcher, citing a report from Golden Ten Data, CICC's research report pointed out that considering the possibility of a shift in the pace of Federal Reserve interest rate cuts in 2026, it is expected that after the December FOMC meeting, there will be increased uncertainty in US dollar liquidity and the market environment. Weaker US growth and employment data, along with speculation about the next Federal Reserve Chair, may raise expectations for rate cuts, while current officials' concerns about inflation will suppress such expectations. Therefore, it is believed that the certainty of easing trades is higher in early December, which is more favorable for the performance of various assets.
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