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Wall Street comments on November CPI: The data is clearly skewed, and the Federal Reserve is unlikely to shift its policy because of it.

Wall Street comments on November CPI: The data is clearly skewed, and the Federal Reserve is unlikely to shift its policy because of it.

Although the U.S. November CPI data showed further cooling of inflation, major Wall Street investment banks warn that the data is heavily affected by technical distortions and statistical biases, making it difficult to accurately reflect price trends. Institutions including Barclays and Morgan Stanley believe this “noisy” report is insufficient
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BOJ rate hike ignites markets! 10-year Japanese government bond yield surges past 2%, hitting an 18-year high; yen plummets; Asia-Pacific stock markets generally rise; Nasdaq futures edge up; gold retreats to $4,330.

BOJ rate hike ignites markets! 10-year Japanese government bond yield surges past 2%, hitting an 18-year high; yen plummets; Asia-Pacific stock markets generally rise; Nasdaq futures edge up; gold retreats to $4,330.

Friday, Asia-Pacific stock markets followed the rally in U.S. stocks overnight, with the Nikkei 225 index rising over 1% and the MSCI Asia-Pacific index up 0.6%. U.S. stock futures were mixed, with Dow futures down 0.26% and Nasdaq 100 futures up 0.1%. Cooling inflation data
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Goldman Sachs Commodities Outlook: AI triggers “copper and electricity” shortage crisis, localized power outages and soaring electricity prices may hinder the progress of AI in the United States

Goldman Sachs Commodities Outlook: AI triggers “copper and electricity” shortage crisis, localized power outages and soaring electricity prices may hinder the progress of AI in the United States

The global AI competition is accelerating a structural shortage of "copper and electricity" resources, especially in the United States, where tight electricity markets and limited copper supplies may become key bottlenecks restricting the development of the AI industry. According to Wind Chasing Trading Desk, Goldman Sachs analyst Daan
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