ChainCatcher news, the Bank of Montreal has broken consensus, believing that the Bank of Canada will lower its key interest rate by 25 basis points to 2.5% in April. In the latest interest rate forecast, the company expects the Bank of Canada's policy rate to reach 2% this summer, citing the tightening of U.S. President Trump's tariff policies. Due to accelerating inflation, the market generally believes that the Bank of Canada will pause interest rate cuts in April.Bank of Canada Governor Macklem reiterated the inflation risks posed by tariffs in a speech, adding that the price increases in February "caught our attention." The Bank of Montreal stated that while the CPI in March may remain high, the cancellation of the carbon tax by the Liberal government before the election is expected to cool the CPI in April. The bank indicated that a pause in interest rate actions in April is feasible, but leans towards a rate cut as the economy "yields to expected recession."

ChainCatcher news, according to Jinshi reports, JPMorgan strategists believe that the most severe phase of the U.S. stock market correction may have ended, and the credit market shows a lower risk of economic recession. Strategists Nikolaos Panigirtzoglou and Mika Inkinen pointed out in a report on Wednesday that compared to the stock and interest rate markets, the credit market, which has provided accurate signals multiple times over the past two years, is less worried about the risk of a U.S. economic recession.Analysis shows that smaller companies, which are more sensitive to economic growth, are better suited to measure the cyclical risks in the U.S. Currently, the small-cap stock market reflects about a 50% probability of recession, which is generally consistent with the expectations of the interest rate and commodity markets. However, the U.S. debt market suggests a recession probability of only 9% to 12%. The recent market adjustment has been more driven by quantitative funds adjusting their positions rather than fundamental investors or active management investors reassessing the risk of a U.S. economic recession.

ChainCatcher news, Mark Cuban recently expressed concerns about the outlook for the U.S. economy, warning that significant cuts in federal spending could have a ripple effect on the overall economy, ultimately leading to a recession.