刚刚,直线拉升!美联储,降息大消息!
中国基金报·2025-10-24 14:32

Group 1 - The core viewpoint of the article is that the Federal Reserve is likely to lower interest rates next week due to the slow rise in core inflation in the U.S. [2][3] - The core Consumer Price Index (CPI) increased by 0.2% in September compared to August, marking the slowest growth in three months, primarily due to a minimal increase in housing costs [3][4] - The market has fully priced in expectations for two rate cuts of 25 basis points each for the remainder of the year [5] Group 2 - Following the data release, U.S. stock markets surged, while bond yields and the dollar declined, indicating increased investor bets on another rate cut in December [6] - The Dow Jones index rose by 0.81%, the Nasdaq composite increased by 1.03%, and the S&P 500 index also gained 0.81% [7] - Concerns remain regarding the impact of tariffs on inflation, with some companies warning of potential price increases due to tariffs on household goods [7][8] Group 3 - The Bureau of Labor Statistics (BLS) faced challenges in data collection due to the government shutdown, which could affect future inflation reports [8] - Analysts believe that the lower-than-expected CPI aligns with the overall lack of inflationary pressure observed during the government shutdown [8][9] - The report is seen as a crucial indicator for the Federal Reserve to maintain its rate-cutting trajectory, focusing on soft employment data and the commitment to full employment [9]