{"id":5833,"date":"2025-11-03T11:52:14","date_gmt":"2025-11-03T03:52:14","guid":{"rendered":"https:\/\/www.bis.hk\/?p=5833"},"modified":"2025-11-04T12:05:01","modified_gmt":"2025-11-04T04:05:01","slug":"could-the-profile-of-capital-allocation-in-the-us-change-going-forward","status":"publish","type":"post","link":"https:\/\/www.bis.hk\/zh-cn\/could-the-profile-of-capital-allocation-in-the-us-change-going-forward\/","title":{"rendered":"Could the profile of capital allocation in the US change going forward"},"content":{"rendered":"\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> Could the profile of capital allocation in the US change going forward \u2013&nbsp;<a href=\"https:\/\/www.bis.hk\/PDF\/2025-11-03_chart.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Chart of the week<\/a><\/p>\n\n\n\n<p><img decoding=\"async\" style=\"width: 30px;\" src=\"https:\/\/www.bis.hk\/wp-content\/uploads\/2020\/11\/833px-PDF_file_icon.svg_.png\" alt=\"\"> The Market Place \u2013\u00a0<a href=\"https:\/\/www.bis.hk\/PDF\/2025-11-03_marketplace.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">Download Market Data<\/a><\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Fed easing plus thawing US-China trade tensions fuelled a risk-on rally and pushed equities to new highs, but the rate cut also underscored renewed concerns about US growth and the labour market.<\/li>\n\n\n\n<li>Slowing inflation but weak growth keeps the BoE in a finely-balanced stance &#8211; markets expect eventual cuts, but fiscal uncertainty (budget) and mixed corporate news keep volatility elevated.<\/li>\n\n\n\n<li>Eurozone disinflation to ~2% gave the ECB room to pause &#8211; that reduced immediate policy risk for markets, but political fracture over Ukraine financing and sanctions keeps geopolitical risk elevated.<\/li>\n\n\n\n<li>Trade optimism (US-China deal, Japan policy shift) is balanced by high geopolitical uncertainty from Gaza tensions and Middle East oil risks.<\/li>\n<\/ul>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Global markets rode a wave of cautious optimism as the Fed\u2019s rate cut and easing US-China tensions buoyed sentiment, while Europe and the UK paused amid disinflation and weak growth; geopolitical risks from Gaza and oil markets kept volatility high.  <\/p>\n<p class=\"customLink\"><a class=\"\" href=\"https:\/\/www.bis.hk\/zh-cn\/could-the-profile-of-capital-allocation-in-the-us-change-going-forward\/\">\u66f4\u591a<\/a><\/p>\n","protected":false},"author":2,"featured_media":5118,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[49],"tags":[],"class_list":["post-5833","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-49"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5833","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/comments?post=5833"}],"version-history":[{"count":5,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5833\/revisions"}],"predecessor-version":[{"id":5848,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/posts\/5833\/revisions\/5848"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/media\/5118"}],"wp:attachment":[{"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/media?parent=5833"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/categories?post=5833"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.bis.hk\/zh-cn\/wp-json\/wp\/v2\/tags?post=5833"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}