嚇崩市場的是通脹8.2%麼?
也許有人覺得奇怪,美國9月CPI同比上漲8.2%,只比市場預期的8.1%高了0.1%,而且較前值8.3%還下降了,市場爲何嚇崩了?
其實,市場真正在意的,是剔除了波動較大的食品和能源價格後,9月核心CPI同比上漲6.6%,不僅高於市場預期的6.5%以及前值的6.3%,而且再創1982年8月以來的新高;
而且核心CPI環比上漲0.6%,高於市場預期的0.4%,與前值持平。這意味着通脹正在加速上漲,且動能強勁。
此外,作爲通脹的重要組成部分的房租依然在快速上漲(影響權重約三分之一),房租住房通脹率爲6.59%,高於上月的6.24%,創歷史新高。這也很令人擔憂。


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