Inflation pressure in the United States is heating up, and the Federal Reserve is adjusting its expectations for interest rate cuts

Geopolitical tensions have intensified, and inflationary pressures in the United States have become the focus of market attention. Investors are re evaluating the path of the Federal Reserve's interest rate cuts, leading to an increase in US bond yields. Analysts point out that the soaring oil prices have shifted market attention from "safe haven" to "inflation defense". If the military conflict in the Middle East continues to affect crude oil supply, it will push up inflationary pressure in the United States, compress the Federal Reserve's monetary policy space, and increase uncertainty about the global economic outlook.