周五通胀报告出炉后，股指期货应声走高，与纳斯达克100挂钩的期货合约涨幅更是突破1%。乍看之下，此番走势颇有些出人意料。利率走高对股价而言，绝非寻常利好因素——融资成本攀升，可能压制消费支出，侵蚀企业利润，也会让债券等避险资产在对比中显得更具吸引力。
对于今晨的这波早盘上涨，一种可能的解释是：股票投资者终于等来了某种确定性。市场普遍认为，今日的报告几乎已为美联储下周会议上的加息决定板上钉钉，这也暂且化解了一个悬念——即主席凯文·沃什是否真心致力于抗击通胀。不确定性消退，资金便有了方向。
此外，还有一项市场动态可能为今日股市注入额外动能：油价正在回落，布伦特原油早盘时段跌幅已接近3%。
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