Odaily星球日报讯 尽管通胀有所抬头，但投资者依然乐观地认为，美联储将在 9 月降息。如果通胀月率在 0.3%或以下，市场普遍预计美联储将降息；如果通胀数据高于此水平，这些希望可能会破灭，市场也可能因此陷入动荡。摩根大通认为，“美联储看跌期权”正全面生效，分析师 Fabio Bassi 和他的同事们表示：“我们预计宏观数据将出现适度疲软，但这足以促使美联储在 9 月迅速做出反应。”
根据荷兰国际集团（ING）的分析师共识，CPI 通胀率将同比小幅上升 0.3%至 3%，涨幅之小足以让美联储将其忽略，从而选择降息。8 月 1 日疲软的就业报告出人意料，因此市场预计，美联储现在将倾向于忽略小幅的通胀，以通过新的廉价资金支持经济。（金十）
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