比推消息，蒙特利尔银行资本市场部美国利率策略主管 Ian Lyngen 表示，考虑到当前的关税环境，很难想象这份 CPI 报告会促使美联储在 9 月前降息。报告公布后美国国债表现平淡，这一现象或许也说明了这一点。在通常情况下，人们可能会认为这份报告会开启关于美联储降息的讨论。可惜的是，8 月 1 日即将实施的新一轮关税将使美联储暂时维持现状。接下来，今日将有多场美联储官员讲话，投资者会密切关注其中是否有任何近期政策暗示——即便目前这类指引出现的可能性不大。
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