高盛:CPI基本符合预期 市场焦点不必聚焦于此

智通财经
2 hours ago
【高盛:CPI基本符合预期 市场焦点不必聚焦于此】高盛经济学家Alexandra Wilson-Elizondo表示:“今天的CPI基本符合预期,表面上是投资者希望的结果,但这确实使下周的利率决定悬念陡增。挑战在于,数据并未完全反映最近出现的部分通胀压力,而且几乎没有证据表明通胀在短期内正回归目标。这份报告的调查期早于能源价格最新一轮上涨,也早于大宗商品涨势从能源蔓延至金属和农业等领域。今天的通胀数据并不能消除未来出现更强价格压力的可能性。总而言之,今天符合预期的数据将让美联储保留加息选项,但不至于被迫必须行动,所以市场接下来可能更加关注沃什的沟通、能源价格、劳动力市场数据以及接下来会发生什么,而不是今天发布的内容。”

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