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South Korea's finance minister convened an emergency market assessment meeting.
2026-06-07
South Korea's finance minister convened an emergency market assessment meeting.
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其他消息
2026-06-07
以色列總理內塔尼亞胡:在黎巴嫩南部的行動中發現了巨大的地下基礎設施。
以色列總理內塔尼亞胡:在黎巴嫩南部的行動中發現了巨大的地下基礎設施。
2026-06-07
China Galaxy Macro says May nonfarm payrolls beat expectations but do not imply the Fed will raise rates this year. May labor-market data remain overall stronger than expected, leaving the Fed without near-term evidence to justify a rate cut; at the same time the labor-market structure shows no clear acceleration that would trigger an inflationary spiral, so markets need not overprice an intra-year hike. Stronger nonfarm prints since March raise the bar for cuts but, in China Galaxy Macro’s view
China Galaxy Macro says May nonfarm payrolls beat expectations but do not imply the Fed will raise rates this year. May labor-market data remain overall stronger than expected, leaving the Fed without near-term evidence to justify a rate cut; at the same time the labor-market structure shows no clear acceleration that would trigger an inflationary spiral, so markets need not overprice an intra-year hike. Stronger nonfarm prints since March raise the bar for cuts but, in China Galaxy Macro’s view, do not create upward pressure to hike. The group considers markets have likely overestimated hike risk, though lagging economic releases cannot disprove that risk and the Fed remains data-dependent. After extreme AI-driven positioning, markets face a correction risk; liquidity normalization is expected to resume this year but timing is uncertain.
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