美国7月CPI公布 金融市场反应热烈

Group 1 - The U.S. Consumer Price Index (CPI) rose by 0.2% month-on-month in July, matching market expectations, and showed a slowdown compared to June's 0.3% increase [1] - Year-on-year, the CPI increased by 2.7%, which is below the market expectation of 2.8% and consistent with June's figure [1] - The core CPI, excluding volatile food and energy prices, rose by 0.3% month-on-month, in line with expectations, but the year-on-year increase reached 3.1%, exceeding the expected 3.0% and marking the highest level since February [1] Group 2 - Financial markets reacted positively to the inflation report, with expectations for a Federal Reserve interest rate cut increasing [1] - Major U.S. stock index futures saw short-term gains, with the Nasdaq futures up 0.41%, S&P 500 futures up 0.36%, and Dow futures up 0.44% [1] - U.S. Treasury yields fell sharply, with the 2-year Treasury yield declining by nearly 5 basis points [1] Group 3 - Brent Schutte, Chief Investment Officer at Northwestern Mutual Wealth Management, indicated that investors are betting on an upcoming rate cut to offset the impact of tariffs, but he cautioned that it may be too early to make such assumptions [2] - The extent of the tariffs' impact and the time required for the economy to absorb them remain uncertain [2] - High stock valuations could exacerbate the negative impact of any adverse news on stock market returns [2]