Odaily星球日报讯 北光资产管理公司首席投资官 Chris Zaccarelli 表示,交易员们一直密切关注今日发布的消费者价格指数报告,美联储或许更为关注——内部关于是否应立即降息的争论仍在持续。幸运的是,今早的报告基本符合预期,核心(剔除食品和能源)数据显示通胀处于可控状态(例如,月度涨幅低于预期,年度涨幅与 2.9%的共识预期一致)。如果通胀确实保持可控,那么美联储就可以着手降息——最早可能在 9 月;但如果后续报告呈现不同态势,美联储将不得不维持现有政策更长时间。 (金十)
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