The decline in oil prices has not eased inflation, and the market maintains its bet on the Fed raising interest rates twice a year

Reuters columnist Mike Dolan pointed out that the overheating of the US economy and the AI investment boom have continued inflationary pressures, and the decline in oil prices has not changed the market's bet on the Fed raising interest rates this year. Apollo Global Management Chief Economist Slock stated that the resumption of flights through the Strait of Hormuz will exacerbate the overheating of the US economy. JPMorgan Chase predicts that the next round of Fed operations will be interest rate hikes. The policy communication reform implemented by Fed Chairman Kevin Walsh has increased the difficulty of market trading, and Morgan Stanley has judged that the volatility of short-term fixed income assets will shift upward.