PPI环比飙升0.9% 美股加密齐跳水 美元指数急升

Group 1 - The Producer Price Index (PPI) for July rose by 0.9%, marking the largest monthly increase since June 2022, significantly exceeding the economists' expectation of a 0.2% rise [3] - The core PPI, excluding food and energy, also increased by 0.9%, far above the anticipated 0.3% [3] - Year-over-year, the PPI increased by 3.3%, the largest 12-month increase since February, surpassing the Federal Reserve's 2% inflation target [3] Group 2 - Following the PPI announcement, U.S. stock index futures experienced a sharp decline, with the Dow futures down 0.4%, Nasdaq futures down 0.27%, and S&P 500 futures down 0.25% [4] - Semiconductor stocks were particularly affected, with the Philadelphia Semiconductor Index dropping over 1%, and notable declines in companies like Coherent, which fell over 20% [4] - The Nasdaq Golden Dragon China Index fell by 1.9%, with significant drops in Chinese companies such as Xpeng Motors and Li Auto [4] Group 3 - The cryptocurrency market faced severe losses, with Bitcoin and Ethereum both dropping over 3%, and over 210,000 traders liquidated in the past 24 hours [4] - Precious metals also declined, with spot gold down 0.4% and spot silver down 1% [4] Group 4 - Federal Reserve officials have begun to express caution regarding aggressive rate cut expectations, with San Francisco Fed President Mary Daly opposing a 50 basis point cut in September [5] - Daly supports a gradual adjustment towards a more neutral policy stance over the next year, suggesting two rate cuts this year may be reasonable [6] - Atlanta Fed President Raphael Bostic also expressed a cautious view, indicating that a rate cut in 2025 would be appropriate if the job market remains stable [6]