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Is the USA's CPI cooling in April? Wall Street is calling out: "The inflation storm" is still coming, possibly as soon as next month!
① Wall Street Analysts warn that consumers may face a new wave of inflation in the coming months due to companies hoarding inventory to avoid tariff costs; ② In April, the USA's CPI rose 0.2% month-on-month and 2.3% year-on-year, lower than market expectations, indicating an unexpected cooling of inflation.
Dollar Falls as Trump Repeats Rate-Cut Calls After Lower Inflation -- Market Talk
Hedge Fund insiders: The dollar is going to plummet; market confidence in the dollar has already become "irreversibly shaken."
Jens Nordvig, founder of Global Capital Trend tracking company Exante Data, stated that institutional investors who have purchased trillions of dollars in Stocks and Bonds over the past decade are still in the process of rebalancing their portfolios, which could trigger a massive dollar sell-off in the coming months. The dollar is facing a long-term structural transformation, and it is advisable to prepare for a rise in the euro and Gold.
Why hasn't the Federal Reserve lowered interest rates despite the stagnation in price increases?
The milder-than-expected inflation data and the significant easing of the China-US trade war are alleviating market concerns about severe impacts on American households and businesses in the coming months.
Schroder Investment: Short-term severe sell-off of U.S. bonds, medium and long-term layout opportunities emerge.
Wu Meiyan, the Director of Fixed Income Investments at Schroders, stated that the sharp sell-off in the short-term US Treasury market, while reflecting market sentiment, often contains opportunities for long-term investors.
The brief "springtime" for the dollar cannot withstand the long "bearish path"! Hedge funds warn that tariff policies will trigger a wave of dollar selling.
The founder of Exante Data believes that the recent rebound of the dollar is just a fleeting moment, and the long-lasting "dollar bear market" has only just begun, mainly due to a series of chaotic tariff policies aimed at Global trade introduced by the Trump administration to reshape the USA economy and trade.