CICC: Recommends Increasing Allocation to Stocks and Gold on Dips to Hedge Inflation Risks
ChainCatcher news, according to Golden Ten Data, CICC predicts that US inflation will see compensatory increases in the CPI data for December 2025, January 2026, and April 2026. If US inflation remains strong in the near term, it may cause the Federal Reserve to slow down the pace of interest rate cuts, leading to marginal tightening of global liquidity and increased uncertainty in major asset classes both domestically and internationally. CICC recommends increasing allocation to commodities to hedge risks, and to buy stocks, gold, and US Treasuries on dips during asset pullbacks.
Disclaimer: The content of this article solely reflects the author's opinion and does not represent the platform in any capacity. This article is not intended to serve as a reference for making investment decisions.
You may also like
Adidas achieves record revenue in the third quarter, with Greater China growing by 13%, signaling channel expansion
Adidas has continued its growth momentum in the Chinese market, with channel partners beginning to show a stronger willingness to expand stores. On October 29, Adidas released...
The Bank of Japan keeps its benchmark interest rate unchanged at 1.25%, warns of increasing risks of inflation overshooting, and maintains a gradual rate hike stance.
The Bank of Japan stated that core inflation has reached a level consistent with its price target and is expected to remain around this level. Medium- and long-term inflation expectations are maintained at approximately 2%. The central bank also emphasized the need to pay special attention to the risk of inflation deviating upward and becoming a reality.
User growth hits record high in Q3, but revenue "loses steam": Citi maintains neutral rating on Pinterest (PINS.US)
Pinterest's Q3 revenue and profits fell short of expectations, with weak monetization in Europe dragging down guidance. Citi maintains a neutral rating with a target price of $27.
