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[Saxo Bank Strategist Says This Week's Employment and Inflation Data May Prompt Rapid Repricing of U.S. Interest Rates] Saxo Bank Chief Investment Strategist Charu Chanana stated that the market views this week as a minor 'reset' for the U.S. macro narrative. Employment and inflation data will be released within a narrow window and could lead to a rapid repricing of interest rates. The Federal Reserve cut rates last week and projected one more rate cut in 2026, but the market expects at least two more rate cuts next year. Chanana noted that if the data is mixed or slightly weaker than expected, the soft-landing narrative will remain intact but will not be sufficient to trigger a large-scale risk-on rally. The real risk lies in a hawkish surprise; if inflation or employment data comes in hotter, it will push yields higher and first impact risk assets such as long-term growth stocks.

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