Group 1 - The upcoming November inflation report is expected to have limited impact on the market, with traders showing indifference compared to previous months [1][2] - The report's reliability is questioned due to the lack of October data and interruptions in government surveys, making it less significant for market reactions [1][2] - Investors anticipate that the Federal Reserve will maintain interest rates during the January policy meeting, focusing more on employment data than inflation figures [2][3] Group 2 - Market expectations for the CPI growth rate are around 3%, with any significant deviation potentially surprising traders [3] - The importance of inflation reports is diminishing as the term of Fed Chair Jerome Powell nears its end, with expectations for a successor who may favor aggressive rate cuts [3] - Seasonal factors may lead traders to downplay the significance of the upcoming inflation data, as the market approaches a traditionally bullish period [3]
交易员押注周四CPI“无关紧要”,美股波动预期骤降
Zhi Tong Cai Jing·2025-12-17 12:13