Core Viewpoint - The recent U.S. inflation data for November has sparked controversy, with New York Fed President Williams indicating that technical factors may have distorted the data, yet he acknowledges that the inflation slowdown process is ongoing [2]. Group 1: Inflation Data Analysis - Williams stated that there is currently no urgency to adjust interest rates, as recent employment and inflation data have not changed his perspective [2]. - He highlighted that the Consumer Price Index (CPI) data for November may have been affected by "technical factors," leading to an overall reading that is lower than normal [2]. - The CPI annual growth rate for the previous month was reported at 2.7%, while economists had anticipated a rise of 3.1% [2]. Group 2: Data Collection Issues - The report released on Thursday lacked several standard data points typically included in the CPI report due to the cancellation of the October CPI data release [4]. - The Bureau of Labor Statistics (BLS) indicated that while the index was constructed using "non-survey data sources," it could not re-collect the survey data from October [4]. - Economists are advised to interpret the report cautiously, as the absence of October's comparative data may not clearly demonstrate a sustained downward trend in inflation [4].
美联储“三把手”:不急于进一步降息,11月通胀数据“有水分”
Sou Hu Cai Jing·2025-12-19 14:49