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週三數據顯示,美國上月消費者價格指數(CPI)上漲了0.2%,與7月的漲幅一致。在截至8月的過去12個月中,CPI增長了2.5%,創下自2021年2月以來的最小年度增幅,甚至低於7月的2.9%增幅。然而,剔除波動較大的食品和能源類別,8月核心CPI上漲了0.3%,高於7月的0.2%,略高於預期的0.3%漲幅。

(美國通脹數據,來源:LSEG 數據流)
這一數據顯著降低了美聯儲下週降息50個基點的可能性。這一結果在預料之中,因爲市場對9月份大幅降息的預期顯得過於樂觀。而美聯儲的重點仍然是勞動力市場數據,這使得就業數據及其修訂變得相對更加重要。
由於預計美聯儲將降息25個基點而非50個基點,市場情緒顯得有些謹慎。預計9月美元會出現小幅修正性反彈,隨後在2024年底和2025年再度走弱。然而,市場仍然預期到年底前將有104個基點的降息,這意味着市場仍然預計在11月或12月的會議上將有一次50個基點的降息。
免責聲明
本文所含評論、新聞、研究、分析、價格及其他資料只能視作一般市場資訊,僅爲協助讀者瞭解市場形勢而提供,並不構成投資建議。Ultima Markets已採取合理措施確保資料的準確性,但不能保證資料的精確度,及可隨時更改而毋須作出通知。Ultima Markets不會爲直接或間接使用或依賴此等資料而可能引致的任何虧損或損失(包括但不限於任何盈利的損失)負責。
隨時隨地留意市場動態
市場易受供求關系變化的影響
對關注價格波動的投資者極具吸引力
流動性兼顧深度與多元化,無隱藏費用
無對賭模式,不重新報價
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