Core Viewpoint - The Montreal Bank's capital markets U.S. interest rate strategy head, Ian Lyngen, believes it is difficult to imagine that the recent CPI report will lead the Federal Reserve to lower interest rates before September due to the current tariff environment [1] Group 1 - The U.S. Treasury market showed a lackluster performance following the CPI report, indicating that the report may not spark discussions about a potential rate cut by the Federal Reserve [1] - The upcoming implementation of a new round of tariffs on August 1 is expected to lead the Federal Reserve to maintain its current stance temporarily [1] - Investors are closely monitoring speeches from Federal Reserve officials for any hints regarding recent policy directions, although the likelihood of such guidance appearing is currently low [1]
蒙特利尔银行:很难想象这份CPI报告会促使美联储在9月前降息