美国CPI前瞻:价格压力略有缓和,没有必要匆忙定价
Sou Hu Cai Jing·2025-12-18 06:23

Group 1 - The U.S. Labor Statistics Bureau may choose not to publish the month-over-month CPI data for November due to data collection issues caused by the recent government shutdown, focusing instead on year-over-year data [1] - Alternatively, the Bureau might provide only subcategory indices for November, allowing market participants to calculate changes based on September data in the absence of October data [1] - Overall, inflation is expected to show signs of easing price pressures, and unless there are significant surprises in inflation developments, a more moderate market reaction is anticipated [1] Group 2 - The next expected interest rate cut by the Federal Reserve is projected for June of next year, indicating a cautious approach to monetary policy [1] - There is no urgency to price in potentially flawed data, as there are several months before clarity is achieved in the economic outlook [1]