Jinshi data on March 13th, CITIC Securities research report pointed out that the growth rate of US CPI in February was lower than expected and the previous value, showing a "consistent" mild feature, reflecting the continuing trend of cooling inflation in the United States. However, the February CPI did not reflect the inflation impact of the US tariff increase, making it difficult to dispel market concerns about the future of US inflation, giving people a sense of "calm before the storm" before the details of the equal tariffs are revealed. We expect the overall CPI in the United States to continue to decline year-on-year before April due to base effects, but there are concerns about a Rebound in the second half of the year. US stocks do not need to rush to "catch the bottom", and in the short term, it may be worth paying attention to trading opportunities in US bonds before the inflation Rebound.
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CITIC Securities: Concerns about Rebound in overall US CPI in the second half of the year
Jinshi data on March 13th, CITIC Securities research report pointed out that the growth rate of US CPI in February was lower than expected and the previous value, showing a "consistent" mild feature, reflecting the continuing trend of cooling inflation in the United States. However, the February CPI did not reflect the inflation impact of the US tariff increase, making it difficult to dispel market concerns about the future of US inflation, giving people a sense of "calm before the storm" before the details of the equal tariffs are revealed. We expect the overall CPI in the United States to continue to decline year-on-year before April due to base effects, but there are concerns about a Rebound in the second half of the year. US stocks do not need to rush to "catch the bottom", and in the short term, it may be worth paying attention to trading opportunities in US bonds before the inflation Rebound.