盛宝集团：本周美就业通胀数据或重定价利率

Core Viewpoint - The article discusses the potential impact of upcoming employment and inflation data on U.S. interest rates, indicating a "reset" in the macro narrative for the market [1] Group 1: Market Expectations - The market anticipates a "reset" in the macro narrative due to the release of key employment and inflation data [1] - The Federal Reserve lowered interest rates last week and is expected to cut rates again in 2026, while the market predicts at least two more cuts next year [1] Group 2: Data Impact - If the upcoming data is mixed or slightly below expectations, the narrative of a soft landing will remain intact, but it will not trigger a significant risk-on sentiment [1] - The real risk lies in a hawkish surprise; if inflation or employment data comes in stronger than expected, yields may rise, impacting risk assets, particularly long-term growth stocks [1]