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Cathay Pacific Haitong released a research report saying that oil prices have rebounded as the situation in the Middle East has once again escalated, and the Federal Reserve's statement is trending upward, but internal differences are still large. If subsequent inflationary pressure recedes as scheduled and the July FOMC meeting does not release more hawkish signals, it is expected that concerns about interest rate hikes will cool down further. Liquidity pressure is expected to ease in mid-late July, moving from “black June” to “reverse July.”
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Cathay Pacific Haitong released a research report saying that oil prices have rebounded as the situation in the Middle East has once again escalated, and the Federal Reserve's statement is trending upward, but internal differences are still large. If subsequent inflationary pressure recedes as scheduled and the July FOMC meeting does not release more hawkish signals, it is expected that concerns about interest rate hikes will cool down further. Liquidity pressure is expected to ease in mid-late July, moving from “black June” to “reverse July.”
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