美国CPI降温,市场为何无动于衷?数据失真,关键要看下周的PCE

华尔街见闻
Jan 14

德银称,部分降温是由于信息技术商品和无线电话服务出现异常大幅下跌,两者合计拉低核心CPI约6个基点,剔除异常值后的截尾均值CPI达2.95%,高于核心CPI的2.64%,显示基础通胀压力更为顽固。大摩预警CPI与PCE形成"剪刀差",预测12月核心PCE物价指数月率将达0.46%,远超CPI表现。美国12月CPI数据看似温和,实则是一个布满陷阱的“假动作”。据德意志银行和摩根士丹利最新研报显示,...

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