直线拉升!刚刚,美联储,降息大消息
中国基金报·2026-01-13 15:14

Group 1 - The latest U.S. Consumer Price Index (CPI) data shows a year-on-year increase of 2.7% in December, unchanged from November [2] - The core CPI, excluding volatile food and energy prices, also rose by 2.6% year-on-year, consistent with November's figures [3] - Economists had previously anticipated a 2.7% increase in CPI and a 2.8% rise in core CPI for December [4] Group 2 - The seasonally adjusted CPI increased by 0.3% month-on-month in December, aligning with economists' expectations, while the core CPI rose by 0.2%, below the expected 0.3% [4] - Significant price increases were noted in household expenditure-related items such as groceries, dining out, housing costs, transportation services, and healthcare, while gasoline and used vehicle prices declined [4] - The report marks the first comprehensive assessment of inflation trends in months, following a government shutdown that affected data collection [4] Group 3 - Following the data release, traders increased bets that the Federal Reserve may not wait until Chairman Powell's term ends in May to lower interest rates, with a 42% probability of a rate cut in April, up from 38% before the data [5] - The Federal Funds futures market anticipates two rate cuts this year, each by 25 basis points, with the first expected in June and another in the fourth quarter [6] Group 4 - U.S. stock indices initially surged before slightly retracting, while gold and silver prices continued to rise, with silver reaching over $88 per ounce, marking a year-to-date increase of over 23% [7][9] - Despite the CPI data, it is unlikely to alter the Federal Reserve's current wait-and-see approach, as officials may want more evidence of stable and declining inflation before proceeding with rate cuts [11]

直线拉升!刚刚,美联储,降息大消息 - Reportify