Mars Finance news, December 16, Charu Chanana, Chief Investment Strategist of Saxo Group, stated that the market sees this week as a small 'reset' of the U.S. macro narrative, with employment and inflation data set to be released within a very narrow window, potentially leading to a rapid repricing of interest rates. The Federal Reserve lowered interest rates last week and is expected to lower them again in 2026, but the market anticipates at least two more cuts next year. 'If the data is mixed or slightly weaker than expected, the soft landing narrative will remain unchanged, but this may not be enough to trigger a widespread risk appetite rally. The real risk is a hawkish surprise. If inflation or employment data comes in hot, yields will rise, and risk assets, especially long-term growth stocks, will feel this first.' (Jin Shi)
