Clocktower 首席策略师王凯文：2026 年宏观焦点在于通胀，警惕货币政策预期转向风险

On December 19th, at the "Alpha Summit" co-hosted by Wall Street Watch and China Europe International Business School, Clocktower Chief Strategist Kevin Wang stated that the core contradiction of global macroeconomics in 2026 lies in the trend of inflation. Currently, the inflation level in the United States remains significantly above the policy target, and pressures persist, while the market has priced in multiple rate cuts. He warned that investors should prepare for the possibility that the Federal Reserve may cut rates fewer times than currently expected next year. He emphasized that if inflation rises further to above 3.5% next year, there is a possibility that the Federal Reserve may shift to raising interest rates