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Summary:
Yesterday evening20:30,美国劳工部公布8月份的物价数据。其中,CPILatest annual rate5.3%,小幅低于前值,已经连续四个月处于5%以上。核心CPILatest annual rate4%, lower than the previous value0.3个百分点。市场将该项数据解读为利空美元指数,利多金银、非美货币和美国股票市场。
▋标准CPIAnd the coreCPI
按照美国官方的说法,“食品”和“能源”两大类商品,由于存在较强的季节性和周期性,所以将这两个项目从标准CPI中剔除,从而得到核心CPI数据。从现实情况来看,标准CPI往往超过核心CPI,后者对通货膨胀的严重程度具有“掩盖”作用。核心CPI虽然相对稳定,但无法准确衡量消费者所需商品的价格涨跌情况,毕竟,食品和能源虽然存在季节性和周期性,但消费者对他们的需求是每时每日都存在的。
▋标准CPI走势图
从上图可以看出,美国CPI已经连续四个月处于5%以上,最高时曾经达到5.4%,且维持了两个月。8Latest value of month5.3%Although compared to7月份仅仅下降了0.1%,但给到市场一个非常强烈的信号:美联储所谓的“暂时性通胀”或许是正确的,物价的超预期上涨或已经结束,以后的CPI增速将走下坡路。
*Risk Tips and Disclaimers*
There are risks in the market and investment should be cautious. The above contents only represent the views of analysts and do not constitute any operational recommendations.