Group 1 - The core point of the article is that the U.S. July Consumer Price Index (CPI) showed a year-on-year increase of 2.7%, matching the previous value and slightly below the expected 2.8% [1] - The core CPI for July rose by 3.1%, slightly higher than expectations, indicating persistent inflationary pressures [1] - The main contributor to the CPI increase was the housing index, which rose by 0.2%, while food prices remained stable and energy prices fell by 1.1% [1] Group 2 - Following signs of weakness in the U.S. job market, traders have increased bets on a rate cut in September, with a 90.1% probability of a 25 basis point cut [3] - The latest employment data showed only 73,000 non-farm jobs added in July, significantly below the expected 100,000, raising concerns about the credibility of the data after the dismissal of the labor statistics chief [3] - The market anticipates two rate cuts of 25 basis points each by the end of the year, with some investors speculating on a larger cut of 50 basis points in September [3]
重磅数据公布!美国降息预期升温 美元指数走低
Guo Ji Jin Rong Bao·2025-08-12 15:41