那么,为何会出现如此明显的背离?钢铁行业真的要迎来复苏周期了吗?
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Even writing ahead of the weekend’s update, Nguyen wrote: “This is no recipe for rate cuts in the short term, barring an unexpected shock. In our opinion, July would likely be the earliest date to revisit rate-cut conditions. From now to July, we see more tailwinds for spending than headwinds and, as a result, more reasons for inflation to pick up than to fall.”