Odaily星球日报讯 埃德蒙德罗斯柴尔德集团分析师在一份报告中称，在特朗普的领导下，美国通胀可能迅速上升。贸易关税风险和驱逐无证移民工人的威胁可能会推动美国通胀率上升。这些因素可能会对美联储遏制通胀的努力构成挑战。他们表示：“随着特朗普计划对通胀的影响变得越来越清晰，美联储可能会部分放弃其最新报告中预期的 100 个基点的降息计划。”（金十）

分析师：特朗普上台后美国通胀可能迅速上升 美联储将更改降息计划

Odaily Odaily News: Edmond Rothschild Group analysts said in a report that under Trump&#39;s leadership, US inflation may rise rapidly. The risk of trade tariffs and the threat of deporting undocumented immigrant workers may push up US inflation. These factors may pose a challenge to the Fed&#39;s efforts to curb inflation. They said: &quot;As the impact of Trump&#39;s plan on inflation becomes clearer, the Fed may partially abandon the 100 basis point rate cut plan expected in its latest report.&quot; (Jinshi)

Analysts: US inflation may rise rapidly after Trump takes office, and the Federal Reserve will change its interest rate cut plan

Odaily Planet Daily Report: Morgan Chase analyst <DavidKelly> said that if Trump wins the US election this week, the Federal Reserve may suspend its loose cycle as early as December. Kelly believes that Trump's expansionary fiscal policy plan will drive up inflation and prevent interest rates from falling. He said, "If Trump wins the election, he will adopt a more expansionary fiscal policy, which may trigger a trade war, the deficit will expand, and interest rates will also rise." Kelly also said that the Federal Reserve will almost certainly cut interest rates by 25 basis points in the interest rate decision on Friday, even if the election is held before that.

JPMorgan: If Trump wins, the Fed may suspend its easing cycle as early as December

Odaily Planet Daily Report: According to a report by John Plassard, a senior investment expert at asset management firm Mirabaud, Trump's return to the presidency is expected to boost the US market, but at the cost of tense monetary policy, tense geopolitical situation, and record deficits. The "America First" policy will revive the energy, defense and manufacturing industries, and promote domestic investment. However, this protectionist approach may lead to a rise in inflation, and tariffs will increase production costs. Due to tax cuts, the federal deficit may further expand, and geopolitical tensions may also intensify. (Jinshi)

Agency: Trump's return will boost US stocks, but monetary policy and geopolitics will face pressure

Ebury stated that if Trump wins the US presidential election, the US dollar may rise; if Harris wins, the US dollar may fall. Ebury strategist Matthew Ryan said in the report that a Trump victory would boost the US dollar, especially if the Republican Party also controls the Senate and the House of Representatives, as investors will take into account factors such as US tax cuts, the Federal Reserve raising interest rates, the rise of trade protectionism and the increase in geopolitical risks. In the event of a Harris victory, the volatility of the currency will be more controlled. However, the US dollar may still experience a "quite violent sell-off".