Group 1: Inflation Trends - November CPI year-on-year growth decreased from 3% in September to 2.7%, significantly below the market expectation of 3.1%[4] - Core CPI year-on-year growth fell from 3% in September to 2.6% in November, also below the market expectation of 3%[4] - Food price month-on-month growth dropped from 0.2% in September to an average of 0% in October-November, with household food prices declining by 0.1%[4] Group 2: Market Impact and Projections - The October data was missing due to the government shutdown, leading to potential underestimation in the November CPI statistics[4] - Market reaction to the CPI data was muted, indicating investor skepticism about data quality and its impact on Federal Reserve decisions[4] - The Federal Reserve is expected to lower interest rates once in June 2024, based on the anticipated inflation rebound in December[1]
美国经济：通胀可能先降后升
Zhao Yin Guo Ji·2025-12-19 10:34