galagamesnft| The good news continues, and multiple indexes hit record highs!

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Intertwined with multiple positive factors, major global markets, including A-shares, have performed well this week, with many indices hitting record highs or stage highs during the week. Although Fed officials sent hawkish signals again this week, dovish signals from measures such as the Swedish central bank's interest rate cut and the Bank of England's continued inaction have also received widespread attention in the market.

Looking ahead to next week, a number of important economies, including the United States, Germany and the European Union, will release the latest inflation data. In the United States, in particular, in the context of the sustained rebound in inflation data in 2024, whether it can usher in a "cooling" has attracted much attention. It has been judged that the Fed will need longer data to confirm when to cut interest rates, and inflation data for April and May have attracted market attention without a better-than-expected cooling in the job market.

Major markets around the world welcome the rise in prices.

Looking back on the trend of overseas markets this week, many important markets around the world, such as US stocks, European stocks and Hong Kong stocks, ushered in a general rise, and many indexes reached record highs or stage highs in the week, and the market made a lot of money.

Wind data show that in terms of US stocks, the Dow, the Nasdaq and the S & P 500 are up 2% respectively this week.Galagamesnft.16%, 1.14%, 1.85%. In European stock markets, the Bank of England sent dove signals to propel the FTSE 100 index higher, with the index hitting an all-time high on May 10, up 2.68% throughout the week.GalagamesnftFrance's CAC40 index and Germany's DAX index also hit record highs on May 10 local time, rising 3.29% and 4.20% respectively throughout the week.

Hong Kong stocks as a whole continued to rise this week to attract the attention of investors. As of Friday's close, the Hang Seng Index and the Hang Seng China Enterprises Index were up 2.64% and 2.62% respectively, reaching new highs, according to Wind. Although the Hang Seng Technology Index fell 0.23% this week, the index has rebounded more than 21% in the previous two weeks, a strong performance. The news of a possible reduction in dividend income tax on Hong Kong stocks on Friday further increased investors' positive expectations.

For the reasons for the rise of the Hong Kong stock market, Guolian Securities believes that from a macro point of view, both at home and abroad are in a new round of recovery cycle, economic expectations are improving, policy catalysis is significant; from a micro point of view, the proportion of dividends paid by enterprises whose Hong Kong stock performance has picked up has increased. Looking ahead, considering that medium-and long-term Hong Kong stock valuations are still low, the Fed's interest rate cut may catalyze a further rise in Hong Kong stocks, suggesting to focus on high dividends and technology Internet leaders that are expanding dividends.

As far as US stocks are concerned, Citic Securities judged that under the influence of uncertain factors such as the postponement of interest rate cuts and the US election, there are factors that suppress US stocks in the current macro level, and US stocks may adjust in stages in the second and third quarters.

Us inflation data for April will be released soon

What will investors focus on next week? Wind data show that a number of major economies around the world will release the latest inflation data one after another next week, the most closely watched are the US April CPI and PPI data, which will directly affect investor expectations.

Specifically, on May 14, Beijing time, Germany will be the first to release April CPI data, followed by April PPI data in the United States; May 15, the United States will release April CPI data; May 17, EU April CPI data and euro zone April CPI data will be released on the same day.

Since 2024, the year-on-year growth rate of CPI in the United States has continued to expand, while the growth rate of GDP in the first quarter has been lower than the market expectation, and the lower-than-expected economic growth and higher inflation have triggered market concerns about the risk of stagflation in the United States. For this reason, the current market expectations of the Fed to start several interest rate cuts this year continue to cool, and many institutions prefer that the United States will start cutting interest rates in the third quarter or even later, and the number of interest rate cuts will be reduced to one.

BOC Securities judged that it would take longer for the Fed to start cutting interest rates, and inflation figures for April and May were closely watched in the absence of a faster-than-expected cooling in the job market. Second, September is also another important time point, and given that inflation is unlikely to slow from April, there is little urgency for the Fed to cut interest rates directly in September.

Unlike the inflationary pressures facing the Fed, just this week, the latest interest rate decisions from the central banks of Sweden and England sent a clear dovish signal to the market.

Following Switzerland's surprise interest rate cut on March 31, the Swedish central bank announced on May 8 local time that it would cut its benchmark interest rate by 25 basis points to 3.75% due to economic weakness, firing the "second shot" of interest rate cuts in developed countries. Although the Bank of England continues to keep its benchmark interest rate unchanged, compared with the previous vote, the number of members who support the rate cut has increased by one, while the number of members who support "doing nothing" has decreased by one. A hot topic in the current market discussion is whether Europe will cut interest rates ahead of the Federal Reserve, and it remains to be seen whether interest rate cuts in Switzerland and Sweden will affect more European central bank decisions.