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美国最新通胀数据出炉!
Zheng Quan Ri Bao Wang·2025-09-12 01:27

Group 1 - The latest U.S. CPI data shows a year-on-year increase of 2.9% in August, matching expectations and slightly up from July's 2.7% [1] - Core CPI, excluding volatile food and energy prices, rose by 3.1% year-on-year in August, consistent with market estimates and July's level [2] - The housing price index contributed significantly to the price increase in August, with a month-on-month rise of 0.4% [2] Group 2 - Recent employment data indicates a cooling labor market, with initial jobless claims reaching 263,000, exceeding the market forecast of 235,000 [3] - A downward revision of non-farm payrolls shows a decrease of 911,000 jobs from initial estimates, marking the largest downward adjustment since 2000 [3] - Market expectations for a 25 basis point rate cut by the Federal Reserve in September are high, with a probability of 89.1%, while a 50 basis point cut is at 10.9% [3] Group 3 - The chief economist at Minsheng Bank noted a significant decline in job creation capacity in the U.S. labor market, although large-scale layoffs have not yet occurred [4] - A 25 basis point rate cut is viewed as more prudent due to concerns over the independence of the Federal Reserve and the need for further evidence of recession [4]