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CITIC Securities: US Stock 'Rate Cut Trade' Paused, Awaiting Powell's Speech

Summary: According to Jinshi's report, CITIC Securities research report pointed out that after the release of the US July CPI on August 12, there was a style switch in the US stock market, reminiscent of the 'rate cut trade' after the June 2024 CPI release. However, the US July PPI on August 14 greatly exceeded expectations, ...

According to Jinshi's report, CITIC Securities research report pointed out that after the release of the US July CPI on August 12, there was a style switch in the US stock market, reminiscent of the 'rate cut trade' after the June 2024 CPI release. However, the US July PPI on August 14 greatly exceeded expectations, affecting the 'rate cut trade'. If Powell adopts a dovish attitude at the Jackson Hole Global Central Bank Annual Meeting next Friday and 'officially announces' a rate cut in September, the main theme of the US stock 'rate cut trade' may be clarified once again.

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