Group 1 - The core CPI for July rose to 3.1%, reaching a five-month high and exceeding market expectations of 3.0% [1] - The month-over-month core CPI increased to 0.3%, matching market expectations but higher than the previous value of 0.20% [1] - Overall CPI recorded an annual rate of 2.7%, below the expected 2.8%, and the month-over-month rate was 0.2%, in line with expectations but lower than the previous 0.30% [3] Group 2 - Following the data release, gold prices surged to a high of $3354 per ounce before experiencing significant volatility, reflecting investor sentiment [3] - The dollar index dropped sharply by over 30 points, while non-dollar currencies experienced a rally, with the GBP/USD breaking above 1.35 and the EUR/USD rising nearly 50 points [3] - Short-term interest rate futures in the U.S. declined as traders increased bets on a potential rate cut by the Federal Reserve in September and December [4] Group 3 - Analysts noted that this was the first month in six where the core CPI reading did not fall below the expected median, raising concerns about a potential turning point in inflation trends [4] - The rise in core CPI may indicate increased pressure on the Federal Reserve regarding inflation control, complicating future monetary policy decisions [5] - Persistent inflation volatility poses a risk to the U.S. economy, potentially eroding consumer purchasing power and increasing production costs, which could hinder economic growth [5]
盾博dbg:美国7月CPI数据揭晓,市场风云突变与政策走向隐忧
Sou Hu Cai Jing·2025-08-13 02:12