Goldman Sachs: The US dollar is set to rise further! CPI adds fuel to the fire as markets increase bets on interest rate hikes.

Goldman Sachs stated on Tuesday that the impact of energy price shocks combined with the resilience of economic growth will drive the US dollar to strengthen further in the short term. Meanwhile, US CPI data for April showed an acceleration in inflation, prompting traders to quickly reinstate their bets on interest rate hikes by the Federal Reserve.

Golden10 DataMay 13 09:20

Surging CPI Ignites Expectations of Fed Rate Hikes! Traders Bet U.S. Inflation May Reach 5% This Year

① On Tuesday, Wall Street traders further abandoned their expectations for a Federal Reserve rate cut. In fact, they began to consider that the next policy move is more likely to be a rate hike; ② This hawkish market expectation poses a unique challenge for Kevin Warsh, the incoming Federal Reserve chairman.

cls.cnMay 13 08:58

Sudden Shift in Bond Market Winds! Bets on Fed Rate Hikes Surge, Rate Cut Expectations Pushed Back to 2028

Bond traders have significantly adjusted their bets on the Federal Reserve's policy, with interest rate swaps indicating a probability of over 50% for a rate hike before April next year. Traders are increasingly hedging against the risk of a rate increase by the end of the year, causing noticeable fluctuations in the SOFR futures and options markets.

Golden10 DataMay 6 08:20

Express News | Expectations of peace talks spur bullish bets on U.S. Treasuries, while market观望 leads to a contraction in trading volume.

BreakingsApr 15 05:00

Behind the Breakthrough of Gasoline Prices Beyond 4: Is the Fed Even More Reluctant to Raise Interest Rates and Can Only Cut Them?

① At the start of this week, the nationwide average retail price of gasoline in the United States officially surpassed $4 per gallon, reflecting ongoing supply shocks in the energy market. ② Interestingly, while this might seem to signal that the Federal Reserve should raise interest rates to curb inflation, the answer—at least for now—may be quite the opposite…

cls.cnApr 1 09:02

Expectations of interest rate cuts are back! U.S. bond traders are no longer betting on inflation but instead wagering that oil prices will drag down the economy.

As tensions in the Middle East push oil prices to multi-year highs, the trading logic of the U.S. bond market is undergoing a fundamental shift.

Zhitong FinanceApr 1 08:37