Macroeconomic Outlook for Next Week: CPI Data Coming Soon, May Further Confirm the Justification for the Fed's Rate Cut Cycle

According to Mars Finance, on December 13th, despite the Federal Reserve's expected rate cut and more dovish signals this week, the real challenges facing the field of artificial intelligence have led to a complex and divergent trend in the US stock and bond markets. Long-term US Treasury yields generally rose this week, with the 10-year Treasury yield rising by about 5 basis points during this "Fed rate cut week." The macroeconomic outlook for next week is as follows: Monday 22:30, Fed Governor Milan speaks; Monday 23:30, FOMC permanent voting member and New York Fed President Williams speaks on the economic outlook; Thursday 01:30, 2027 FOMC voting member and Atlanta Fed President Bostic speaks on the economic outlook; Thursday 21:30, US November unadjusted CPI year-on-year/core CPI year-on-year, US November seasonally adjusted CPI month-on-month/core CPI month-on-month; Thursday 21:30, US initial jobless claims for the week ending December 13; Friday 23:00, US December University of Michigan Consumer Sentiment Index final reading, US December one-year inflation rate expectations final reading. Next week's US CPI data release will be a key turning point for the dollar's movement. If the CPI data is lower than expected (the latest data is 3%, still above the Fed's 2% target), it will further confirm the rationale for the Fed's rate-cutting cycle, and the dollar may face further downward pressure; conversely, it may reverse this trend.