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Shengbao Group: Data This Week May Impact US Rate Repricing
Summary: According to sources, Shengbao Group's Chief Investment Strategist Charu Chanana stated that the market sees this week as a small 'reset' in the US macro narrative, with employment and inflation data set to be released in a narrow window, potentially prompting a quick repricing of rates. The Fed cut rates last week and is expected ...
According to sources, Shengbao Group's Chief Investment Strategist Charu Chanana stated that the market sees this week as a small 'reset' in the US macro narrative, with employment and inflation data set to be released in a narrow window, potentially prompting a quick repricing of rates. The Fed cut rates last week and is expected to cut again in 2026, but the market anticipates at least two more cuts next year. If data is mixed or slightly weaker than expected, the soft landing narrative will remain unchanged, but may not be enough to trigger a large-scale risk appetite rally. The real risk lies in a hawkish surprise - if inflation or employment data is hot, yields will rise, and risk assets, especially long-term growth stocks, will be the first to be affected.
