Goldman Sachs: The risk to the Federal Reserve's independence is rising, and inflation data may become a supporting role in the market

According to Jinshi News, Alexandra Elysando, Co-Chief Investment Officer of Global Multi-Asset Solutions at Goldman Sachs Asset Management, stated that the CPI data released today is a welcome piece of hard data. However, as the market increasingly focuses on the risks to the independence of the Federal Reserve, inflation data may shift from being a primary market trigger to a background constraint. Goldman Sachs still prefers to go long on risk assets, avoiding the pursuit of short-term news trends, and instead focusing on themes that are sustainable and tradable.