CICC's Chief Analyst for Overseas and Hong Kong Stock Strategy, Liu Gang: U.S. inflation may peak in the first or second quarter of next year

Wallstreetcn
2025.12.23 07:44

On December 20th, at the "Alpha Summit" co-hosted by Wall Street Insights and China Europe International Business School, Liu Gang, Chief Analyst of CICC's Overseas and Hong Kong Stock Strategy, stated that the "ghost stories" of U.S. inflation have been told several times this year, but the actual effect has been limited. Its essence is still slow; it doesn't mean that there is no impact in the end, but as long as the transmission is slow, it will not hinder interest rate cuts in the meantime. It is expected that basic inflation will peak from the first to the second quarter of next year