Institution: The U.S. January CPI exceeded expectations, and risk assets will face uncertainty in the short term

ChainCatcher news, according to Jinshi reports, institutional analysis indicates that the CPI in the U.S. rose more than expected in January, intensifying concerns about the persistent inflationary pressures and reinforcing the Federal Reserve's cautious stance on easing monetary policy.

Policymakers have repeatedly emphasized that there needs to be sustained evidence showing inflation returning to the 2% target level before considering interest rate cuts. The latest data shows that anti-inflation progress remains uneven, making it more difficult for the Federal Reserve to shift direction in the short term. With inflation rates higher than expected, the near-term outlook for risk assets remains uncertain.

As traders adjust their expectations for interest rate cuts, the stock market faces new downward pressure. Bond yields may continue to rise as the market reflects a prolonged period of tight monetary policy. Unless the upcoming inflation report shows a significant cooling, the Federal Reserve is unlikely to cut rates soon, which will continue to increase volatility in the stock and fixed income markets.