ChainThink News, December 13: Despite the Federal Reserve's expected rate cut this week and a more dovish signal than anticipated, real-world challenges in the artificial intelligence sector have led to a complex divergence in U.S. equity and bond markets. This week, long-term U.S. Treasury yields rose broadly, with the 10-year yield increasing by approximately 5 basis points during the "Fed rate cut week." The macro outlook for next week is as follows:

Monday 22:30, speech by Federal Reserve Governor Miron;

Monday 23:30, speech on economic outlook by William English, permanent FOMC voter and President of the New York Fed;

Thursday 01:30, speech on economic outlook by Raphael Bostic, 2027 FOMC voter and President of the Atlanta Fed;

Thursday 21:30, U.S. November Unadjusted CPI Year-over-Year / Core CPI Year-over-Year, and Seasonally Adjusted CPI Month-over-Month / Core CPI Month-over-Month;

Thursday 21:30, U.S. Initial Jobless Claims for the week ending December 13;

Friday 23:00, Final U.S. December University of Michigan Consumer Sentiment Index and Final U.S. December One-Year Inflation Expectations.

The upcoming U.S. CPI data release will be a pivotal turning point for the U.S. dollar. If CPI comes in below expectations (the latest figure stands at 3%, still above the Fed’s 2% target), it will further validate the ongoing monetary easing cycle, potentially intensifying downward pressure on the dollar; conversely, if CPI exceeds expectations, it could reverse this trend.