美联储转向传闻与顽固通胀数据

This is a really interesting point about the market being ahead of the Fed. I've been wondering about that too, especially with the CPI data. Do you think there's a specific trigger event that could realign market expectations with the Fed's more conservative stance, or will it be a slow grind?

Completely agree on the divergence. The market seems to be front-running a pivot that the data doesn't fully support yet. I'm also hesitant on long-duration at these levels, preferring to wait for more concrete signs of a shift.

Completely agree on the market being ahead of the Fed. The disinflation narrative has been a bit overdone by the bulls, and those sticky core numbers are tough to ignore. Holding powder sounds like a smart move right now.

Totally agree, it feels like the market's enthusiasm for cuts is running ahead of what the data actually supports. I'm also leaning towards a wait-and-see approach, especially with inflation still stubbornly high in some areas.