TechFlow, January 13 — CICC calculated the statistical error in U.S. inflation and predicted compensatory increases in CPI data for December 2025, January 2026, and April 2026. If recent U.S. inflation remains strong, it could lead the Fed to slow its pace of rate cuts, resulting in a marginal tightening of global liquidity and increased uncertainty for major asset classes in China and abroad. Investors are advised to increase commodity allocations as a hedge against risks. Should U.S. inflation and liquidity shocks trigger pullbacks in Chinese and U.S. equities, gold, U.S. Treasuries, and other assets,逢low levels present opportunities for increasing exposure. (Jinshi)
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