作者:招商银行研究院 纽约分行11月美国CPI通胀数据符合预期。CPI同比增速上行0.1pct至2.7%(市场预期2.7%);环比增速0.3%(市场预期0.3%);核心CPI同比增速保持在3.3%(市场预期3.3%),环比增速0.3%(市场预期0.3%)。图1:11月美国CPI通胀读数小幅反弹资料来源:MACROBOND、招商银行研究院尽管读数边际反弹,但住房服务通胀仍有回落空间,短期看总通胀或...
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