Odaily星球日报讯 资产管理公司 ClearBridge Investments 投资策略分析师 Josh Jamner 表示，今天的 CPI 报告将让短期债券市场失望，因为市场已经为截至 2025 年底美联储将降息 250 个基点以上做好了准备。他表示，今天不太有利的消息不会阻止美联储下周开始正常化利率政策，但这可能会导致其重新框定这场辩论。进一步的迹象表明，通胀可能比之前认为的更加顽固，这可能会导致一个更慢、幅度更小的降息周期。（金十）

ClearBridge：市场已为2025年底美联储降息250个基点以上做好准备

Odaily Odaily News: Josh Jamner, investment strategy analyst at asset management company ClearBridge Investments, said today&#39;s CPI report will disappoint the short-term bond market because the market is ready for the Federal Reserve to cut interest rates by more than 250 basis points by the end of 2025. He said that today&#39;s less favorable news will not prevent the Federal Reserve from starting to normalize interest rate policy next week, but it may cause it to reframe the debate. Further signs that inflation may be more stubborn than previously thought could lead to a slower and smaller cycle of interest rate cuts. (Jinshi)

ClearBridge: The market is ready for the Fed to cut interest rates by more than 250 basis points by the end of 2025

Odaily Planet Daily Report: Chief Investment Officer of the Independent Consultant Alliance, Chris Zaccarelli, wrote in a report that the Federal Reserve has now "given the green light" for a 25-basis-point rate cut decision next week. Some may be disappointed that the inflation data was lower than expected, as this could have given the Federal Reserve more room to cut by 50 basis points, but most of the Federal Reserve's speakers have already indicated that they hope to start slowly, rather than making drastic rate cuts right away. (Gold Ten)

Analyst: The Federal Reserve has given the green light to cut interest rates by 25 basis points next week

Odaily Planet Daily Report: The China International Capital Corporation (CICC) multi-asset class inflation sub-index forecast model shows that as long as there are no black swan events, the US CPI inflation will most likely remain in the range of 2.5%-3% this year, and the PCE will remain in the range of 2%-2.5%. The risk of a second round of inflation in the second half of the year is relatively low, which relieves the Federal Reserve's concerns about rate cuts. (Gold Ten)

CICC: The US CPI is likely to remain in the 2.5%-3% range this year, relieving the Fed's worries about cutting interest rates

Odaily Planet Daily Report: Peter Berezin, Chief Global Strategist at BCA Research, recently wrote that investors need to prepare for a potential recession in the US economy, as the Federal Reserve may not be able to save the economy, and investors' strategies need to change accordingly. Peter Berezin pointed out that the Federal Reserve may not be able to save the economy. Previously, the economy fell into recession within a few months after the central bank began cutting interest rates in January 2001 and September 2007. Currently, the market expects the Federal Reserve to cut interest rates by more than two percentage points in the next 12 months. Unless the Federal Reserve becomes more accommodative than the market has already expected, or an economic recession occurs, long-term US Treasury yields will not decline significantly from current levels. (Business Insider)