金吾财讯 | 中信证券发研报指，美国8月CPI大致符合预期，通胀形势未恶化，进口敏感型商品价格和核心服务通胀都比较平稳。白宫关税措施合法性的争议悬而未决，这可能是企业暂缓涨价的原因之一。未来数月美国总体CPI同比增速可能将在3%附近徘徊，我们维持美联储年内将连续降息三次各25bps的预测，降息交易应该是近期比较明朗的主线。
金吾财讯 | 中信证券发研报指，美国8月CPI大致符合预期，通胀形势未恶化，进口敏感型商品价格和核心服务通胀都比较平稳。白宫关税措施合法性的争议悬而未决，这可能是企业暂缓涨价的原因之一。未来数月美国总体CPI同比增速可能将在3%附近徘徊，我们维持美联储年内将连续降息三次各25bps的预测，降息交易应该是近期比较明朗的主线。
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