昨日（8月12日），美国通胀数据喜忧参半，但市场反应却十分一致。美国核心通胀创下今年以来的最大涨幅，7月同比增速超预期升至3.1%。不过，整体通胀降幅超预期，降至2.7%。通常情况下，美联储在制定货币政策时会重点关注核心通胀。按理说，市场可能会因此下调对9月降息的预期。但实际情况并非如此——投资者反而提高了对9月降息的预期，他们认为，由于企业持续承担关税成本，进口商品通胀仍低于担忧水平。其结果是，...
Source Link昨日（8月12日），美国通胀数据喜忧参半，但市场反应却十分一致。美国核心通胀创下今年以来的最大涨幅，7月同比增速超预期升至3.1%。不过，整体通胀降幅超预期，降至2.7%。通常情况下，美联储在制定货币政策时会重点关注核心通胀。按理说，市场可能会因此下调对9月降息的预期。但实际情况并非如此——投资者反而提高了对9月降息的预期，他们认为，由于企业持续承担关税成本，进口商品通胀仍低于担忧水平。其结果是，...
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