Comprehensive Analysis: Inflation, Interest Rates, and Their Impact on U.S. Equities and Bonds Ahead of December's FOMC Meeting
2024/12/14
Introduction:
The upcoming Federal Reserve meeting on December 18 marks the year's final major economic event, with its dot plot set to guide market investment directions for the next quarter. This analysis begins with November's inflation data, examining whether the uptick stems from seasonal factors or inflation stickiness. We will provide detailed insights into how future inflation trends may influence Fed monetary policy and subsequently shape investment strategies for U.S. equities and bonds in 2024.
Main Text:
The U.S. Consumer Price Index's year-over-year growth rate has rebounded for two consecutive months, triggering a shift in market capital flows."
