S&T SELL

GS IR Kick Start Europe edges higher, US CPI, Q2 Earnings what have we learnt from the US earnings

Aug 13, 20264 pages页

From the report报告摘录US CPI & Fed Policy Shift: July CPI core 2.5% YoY (slowest since March 2021) triggered 20% drop in Sept Fed hike pricing (60-40 no hike vs 50-50), with inflation deemed supply-side reducing rate hike efficacy.

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