Inflation dominated trading in Jan.- Feb. 2023From the beginning of 2023, the focus of the capital market in the first two months was mainly on the monetary policy of the Federal Reserve, which depends on inflation data (CPI). Consequently, the market mainly traded inflation. Since Dec. 2022, CPI data shows that the peak has passed, and the market generally expects inflation to fall back continually. The Federal Reserve may slow down interest rate hikes or cut interest rates this year. With t...

Inflation dominated trading in Jan.- Feb. 2023From the beginning of 2023, the focus of the capital market in the first two months was mainly on the monetary policy of the Federal Reserve, which depends on inflation data (CPI). Consequently, the market mainly traded inflation. Since Dec. 2022, CPI data shows that the peak has passed, and the market generally expects inflation to fall back continually. The Federal Reserve may slow down interest rate hikes or cut interest rates this year. With t...