logo

Huatai Securities: Maintain the judgment that the Fed will cut interest rates twice in September and December

By: odaily.com|2025/07/16 08:11:42
0
Share
copy

Odaily News Huatai Securities said that looking forward, the transmission of tariffs may further push up core commodity inflation, but considering that the job market may slow down later, we maintain the judgment of the Feds two interest rate cuts in September and December. The CPI data in June showed that the inflation of commodities with high import dependence has rebounded, which disproved the claim that overseas exporters cut prices and tariffs are not transmitted. Considering that the weighted import tariff rate in the United States was only 8.7% in May, and some companies have delayed the transmission of prices by consuming inventories, looking forward, we expect that the transmission of tariffs on inflation will become more apparent, which may push up US inflation in the short term. The survey of the New York Fed also confirmed that 88% of manufacturing companies and 82% of service companies chose to pass on tariffs to consumers within 3 months. At the Fed FOMC press conference in June, Powell stated that the Fed needs to observe the impact of tariffs during the summer vacation, and the rebound in inflation may be within the Feds expectations. (Jinshi)

-- Price

--

You may also like

6MV Founder: In 2026, the "landmark turning point" for crypto investment has arrived

"I will deploy funds in 2026, so I will tell you this is the best year in history."

Abraxas Capital Mints $2.89 Billion USDT: Liquidity Boost or Just More Stablecoin Arbitrage?

Abraxas Capital just received $2.89 billion in freshly minted USDT from Tether. Is this a bullish liquidity injection for crypto markets, or is it business as usual for a stablecoin arbitrage giant? We analyze the data and the likely impact on Bitcoin, altcoins, and DeFi.

A VC from the Crypto world said AI is too crazy, and they are very conservative

Amid the Crypto frenzy and with investors who once missed out on Pinduoduo, a new AI fund called Impa Ventures was established, rejecting bubble narratives and adhering to a conservative "problem-first" strategy to seek real business value.

The Evolutionary History of Contract Algorithms: A Decade of Perpetual Contracts, the Curtain Has Yet to Fall

The ten-year evolution of perpetual contracts: from pulling the plug on 312 to the shocking short squeeze of TRB, a deep dive into the pricing machine that averages $200 billion daily, written with countless liquidations and real money, detailing the blood and tears of risk control theory.

Kicked out by PayPal, Musk aims to make a comeback in the cryptocurrency market

Cashtags generated a trading volume of 1 billion dollars just a few days after its launch, marking a strong start for Musk's super app strategy. For the cryptocurrency market, X's layout may be one of the most anticipated sources of retail growth after the meme coin craze subsides.

Solana ETF News: What Is a Solana ETF and Why Is Goldman Sachs Betting $108 Million on SOL?

Solana ETF news today shows Goldman Sachs disclosed a $108M position while total SOL ETF inflows reached $1.45B. Analysts now expect up to $6B in institutional demand as Solana trades 71% below its all-time high.

Contents

Popular coins

Latest Crypto News