//@Bear_Prince:回复@Bear_Prince:What can I say. headline PPI -0.2% vs +0.1%, core ppi 0.0% vs +0.3%, weekly jobless another beat 242k vs 225k, Fed has no room being hawkish
原本打算留到周尾再落笔,但今天想法比较多。
首先going into CPI预期如下:
CPI came in with both headline and Core weaker vs consensus. Specifically Core came in 0.16% MoM vs 0.28% consensus。而annulized 3.4%是3年来最低的reading。从细节来看,shelter仍然居高不下,但重要的...