Seeking Alpha Market Currents·· 29 天前精选AI 评分64
粘性CPI让美联储难有暂停余地，Pantheon Macro预计年底前再加息一次
Fed cornered by sticky CPI; Pantheon Macro sees another hike before year-end
AI 导读
Pantheon Macroeconomics는 9월 CPI 데이터가 연준을 잠시 멈출 여지가 거의 없다고 말했습니다. 전체 CPI는 예상치에 부합하는 0.6% 상승했고, 핵심 CPI는 컨센서스 예상치보다 0.1%포인트 높은 0.3% 상승했습니다. 금융당국은 올해 말까지 한 차례 더 금리를 인상할 것으로 예상하고 있다.
Editorial Comment
The higher-than-expected core CPI narrowed the Fed's room to pause interest rate hikes, and the market's expectations that interest rates will remain high or be further tightened may increase, which logically puts pressure on the non-interest-bearing asset gold. Traders will need to pay attention to subsequent Fed officials' interpretation of the data and the reaction of the yield curve.
推荐理由
核心CPI高出预期0.1个百分点，压缩了美联储暂停空间，Pantheon据此判断年底前还会加息一次。
来源：Seeking Alpha Market Currents · seekingalpha.com