贵金属：降息箭在弦上，地缘担忧再起。根据国盛证券宏观团队《通胀慢热VS 就业快冷——美国8 月CPI 点评》，周内公布的美国8 月未季调CPI 同比2.9%，符合预期，高于前值2.7%，是过去7 个月最高；同时公布的初请失业金人数意外飙升至近2 年最高。数据公布后，美联储降息小幅升温，利率期货隐含的9、10、12 月连续降息的概率达到90%。现阶段美国就业下行风险大于通胀上行风险，美联储9 月和...
Source Link贵金属：降息箭在弦上，地缘担忧再起。根据国盛证券宏观团队《通胀慢热VS 就业快冷——美国8 月CPI 点评》，周内公布的美国8 月未季调CPI 同比2.9%，符合预期，高于前值2.7%，是过去7 个月最高；同时公布的初请失业金人数意外飙升至近2 年最高。数据公布后，美联储降息小幅升温，利率期货隐含的9、10、12 月连续降息的概率达到90%。现阶段美国就业下行风险大于通胀上行风险，美联储9 月和...
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