Northeast Securities said in a Sept. 20 research note the Fed’s September hike has been delivered; the dot plot shows Fed officials generally expect one more hike in 2026, then a period of unchanged policy. With the US economy not overheating, the firm views recent moves as precautionary and warns the risk of a December hike should not be underestimated under current guidance. Based on US wage growth and housing, Northeast Securities sees limited endogenous inflation pressure and does not expect

2026-09-20

Northeast Securities said in a Sept. 20 research note the Fed’s September hike has been delivered; the dot plot shows Fed officials generally expect one more hike in 2026, then a period of unchanged policy. With the US economy not overheating, the firm views recent moves as precautionary and warns the risk of a December hike should not be underestimated under current guidance. Based on US wage growth and housing, Northeast Securities sees limited endogenous inflation pressure and does not expect a sustained, rapid hiking cycle—favoring a 2016-style outcome of a modest move followed by an extended pause.

其他消息
2026-09-20

Monitoring ahead of the Mid‑Autumn/National Day holidays shows rising air fares and demand in China. On Sept. 20, popular long‑haul and homebound routes had already posted large increases: the lowest listed fare for Oct. 7 Urumqi→Shanghai reached 3,070 yuan, about 99% above the 1,540 yuan lowest fare for Sept. 24 Shanghai→Urumqi. Shenzhen–Chongqing also shows pricier returns: Sept. 24 Shenzhen→Chongqing lowest fare 1,010 yuan; Oct. 7 Chongqing→Shenzhen lowest fare 1,450 yuan, roughly 44% higher.

2026-09-20

據塔斯社:莫斯科市長表示,莫斯科石油精煉廠內的設施因持續的無人機攻擊而受損。