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CICC: Suggests Increasing Allocation to Stocks and Gold to Hedge Inflation Risks
Summary: According to reports from FX678, CICC predicts that US inflation will see compensatory increases in CPI data in December 2025, January 2026, and April 2026. If recent US inflation remains strong, it may lead to the Fed slowing down its rate cuts, tightening global liquidity, and increasing uncertainty in major asset classes. CICC suggests increasing ...
According to reports from FX678, CICC predicts that US inflation will see compensatory increases in CPI data in December 2025, January 2026, and April 2026. If recent US inflation remains strong, it may lead to the Fed slowing down its rate cuts, tightening global liquidity, and increasing uncertainty in major asset classes. CICC suggests increasing allocation to commodities to hedge risks, and adding to stocks, gold, and US bonds when assets pull back.
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Link: CICC: Suggests Increasing Allocation to Stocks and Gold to Hedge Inflation Risks [Copy]
