Inflation Trends - US CPI increased slightly to 2.7% YoY in November 2024, up by 0.1 percentage points from October[2] - Core CPI remained stable at 3.3% YoY, unchanged from October[2] - Core CPI seasonally adjusted MoM was 0.3%, unchanged for the fourth consecutive month[2] Inflation Components - Food inflation rose to 2.4% YoY in November, up by 0.3 percentage points from October[10] - Energy inflation improved to -3.2% YoY, narrowing by 1.7 percentage points from October[10] - Core goods inflation improved to -0.6% YoY, narrowing by 0.8 percentage points from October[12] Service Inflation - Core service inflation eased to 4.6% YoY, down by 0.2 percentage points from October[14] - Owner's equivalent rent inflation declined to 4.9% YoY, down from 5.1% in October[14] - Non-housing service inflation slowed to 4.1% YoY, down by 0.4 percentage points from October[16] Market Expectations - Market expects a 25 basis points Fed rate cut in December 2024, with a probability near 100%[2] - Total expected rate cuts for 2025 remain around 50 basis points[2]
美国2024年11月物价数据点评：美国通胀，居高不下
海通国际·2024-12-12 10:35