Odaily星球日报讯 高盛高级市场顾问 Dom Wilson 表示，市场的焦点以及大部分波动显然来自选举后的转变。11 月的联邦公开市场委员会（FOMC）传递了一个“稳步前进”的信息，因此可能需要真正重大的意外才能推动市场。Dom Wilson 说，数据升温可能会助长抗通胀斗争尚未结束的说法，并导致市场进一步削减 12 月降息的概率，尤其是考虑到自大选以来市场定价的更为积极的通胀周期的背景。（金十）

高盛：CPI数据升温可能导致市场进一步削减12月降息的概率

Odaily Odaily: Dom Wilson, senior market advisor at Goldman Sachs, said that the market&#39;s focus and most of the volatility clearly came from the post-election shift. The Federal Open Market Committee (FOMC) in November delivered a message of &quot;steady progress&quot;, so it may take a really big surprise to move the market. Dom Wilson said that warming data may fuel the argument that the fight against inflation is not over yet and cause the market to further reduce the probability of a December rate cut, especially considering the background of a more positive inflation cycle that the market has priced in since the election. (Jinshi)

Goldman Sachs: Rising CPI data may lead the market to further reduce the probability of a December rate cut

Inflation has always been a global economic issue of concern, and on the eve of the release of the US core consumer price index (CPI), which is closely related to inflation, Phoebe White, an executive director at JPMorgan Chase, recently said in an interview that the release of this CPI data may affect the Federal Reserve's (Fed) interest rate cut decision in December. The market generally expects the core CPI to remain stable, but if the result exceeds expectations, it may prompt the Fed to reconsider another rate cut by the end of the year.

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October CPI will be announced: JP Morgan predicts that the FED will cut interest rates slightly at the end of the year, and the frequency of interest rate cuts will be once a quarter in 2025

Odaily Planet Daily Report: IG market strategist said that Trump's election as US president has directly led to a reduction in expectations for the Fed to cut interest rates before 2025, the potential "red wave" means there is little resistance to his tax cuts and spending plans, plus his stance on raising tariffs. The strategist said, "Overall, this may complicate the Fed's efforts to fight inflation, and we may expect the Fed to be more cautious in the future easing process, indicating upward pressure on yields and the US dollar." Traders now believe the likelihood of the Fed cutting rates by 25 basis points in December is 68%, compared to about 83% before Trump's victory. (Gold Ten)

Analyst: Trump's victory directly led to a reduction in the Fed's expectations of rate cuts before 2025

Odaily Planet Daily Report: Birgit Henseler, an analyst at the German Central Cooperative Bank, said that the 10-year US Treasury yield is expected to fluctuate sideways in the near term and rise to 5% by the end of next year. The analyst said in a report that the fixed income market has already digested a large part of the policies of the Trump administration, which may lead to inflation. She said this also means that the Federal Reserve may end the rate cut earlier, and the Federal Reserve is expected to cut rates by 100 basis points in the coming months. According to data from Tradeweb, the 10-year US Treasury yield rose 3 basis points intraday to 4.371%. (Jinshi)