中美果然延迟关税休战！今日CPI左右美联储降息，英国也有大事情

Group 1 - Japanese stock market reached a historical high on August 12, with other Asia-Pacific markets also rising due to the extension of the tariff truce between the US and China [1] - Investors are focusing on upcoming economic data from the US and UK, which will set the tone for monetary policy [1] - The Australian stock market remains near record highs, while the Australian dollar slightly weakened as traders absorbed the Reserve Bank of Australia's expected 25 basis point rate cut [1] Group 2 - The UK labor market data is anticipated, with July wage growth expected to remain at 5%, despite a decline in hiring intentions to the lowest level since the pandemic [1] - Four out of nine Bank of England policymakers opposed the recent 25 basis point rate cut, indicating a need for more evidence of easing domestic inflation pressures [1] - Speculators have increased short positions on the British pound, which has risen over 7% this year, amid concerns over UK economic growth [1] Group 3 - Speculators hold £2.78 billion in short positions on the pound, marking a rapid shift from bullish to bearish since February [2] - The US inflation report is crucial for assessing the impact of tariffs and its influence on the Federal Reserve's rate cut path [2] - July's overall CPI is expected to rise by 2.8% year-on-year, with core inflation projected to increase from 2.9% to 3.0%, indicating persistent commodity inflation [2]