美国CPI报告平稳落地,美股继续牛、美元缓缓落?

证券市场周刊
Aug 18

主持人语美联储将在9月的议息会议上降息25个基点已经成为市场共识。最新公布的7月通胀数据显示,尽管有关税的影响,但美国的通胀并未出现明显的上涨,结合上个月疲弱的就业报告数据,为放宽货币政策提供了支持依据。但是与基本常识相反的是,尽管降息预期确认,但自7月CPI数据公布以来,美国国债收益率曲线反而变得更加陡峭,这是因为25个基点的降息幅度低于市场目前定价。而且这一情况曾在2024年发生过。市场仍然...

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