According to Shen Wan Hongyuan's research report, the Federal Reserve may “stand still” in the short term. On the one hand, higher long-term interest rates, tightened financial conditions, or suppressed the real economy, reducing the “urgency” of the Federal Reserve's interest rate hike. On the other hand, taking into account trending downward inflation, the Federal Reserve may “stand still” in the short term. In the future, we need to focus on the inflationary effects of AI investment and the impact of AI on the supply side.

Zhitongcaijing · 2d ago
According to Shen Wan Hongyuan's research report, the Federal Reserve may “stand still” in the short term. On the one hand, higher long-term interest rates, tightened financial conditions, or suppressed the real economy, reducing the “urgency” of the Federal Reserve's interest rate hike. On the other hand, taking into account trending downward inflation, the Federal Reserve may “stand still” in the short term. In the future, we need to focus on the inflationary effects of AI investment and the impact of AI on the supply side.