Well, better late than never is a good way to put it, Lisa, because the news is pretty good on a two month basis. Remember, we didn't get October CPI and we're not going to get much out of that 2.7% for the year over year move in CPI. That is down from 3% in September.The last release we got the core CPI on a year over year basis falls from 3% to 2.6%. So good news on inflation. Meanwhile, good news on the job front with initial jobless claims falling to 224,000 from 237,000 revised the week prior.On a cont ...

RT Bloomberg Opinion (@opinion)@GregDaco @AllisonSchrager “The positive read on all of this, is that where you really see the step down .. is in these categories as we like to refer to as ‘Supercore,’” @JonathanJLevin explains.Tune in live for CPI Day analysis 🎥https://t.co/5e2pNFGJC3 ...

来源：金十数据 11月CPI意外大幅回落，核心CPI年率录得2.6%，为2021年3月以来新低。市场预计美联储1月降息概率 上升。以下是CPI报告全文。 美国劳工统计局今日报告称，经季节性调整，2025年9月至2025年11月这2个月内，全体城市居民消费价 格指数（CPI-U）上涨0.2%。在截至11月的过去12个月中，未作季节性调整的综合指数上涨2.7%。由于 拨款中断，劳工统计局未在2025年10月收集调查数据。 经季节性调整的剔除食品和能源后的综合指数在截至11月的2个月内上涨0.2%。从9月至11月，住房指 数上涨0.2%。能源指数在同一2个月期间上涨1.1%，食品指数上涨0.1%。在截至11月的2个月内，家庭 用品及运营、通信和个人护理等指数也有所上升。相比之下，外出住宿、娱乐和服装等指数在同一2个 月期间下降。 截至11月的12个月内，综合指数上涨2.7%，此前截至9月的12个月涨幅为3.0%。剔除食品和能源后的综 合指数在过去12个月中上涨2.6%。能源指数在截至11月的12个月内上涨4.2%。食品指数在过去一年中 上涨2.6%。 联邦政府停摆 由于拨款中断，劳工统计局未在2025年10月收集调 ...

US November unadjusted core CPI annual rate was 2.6%, below the expected 3%. The US November unadjusted CPI annual rate was 2.7%, below the expected 3.1%. ...

经济观察网美国11月CPI同比增长2.7%，预估为增长3.1%。美国11月核心CPI同比增长2.6%，预估为增 长3%。 ...

RT Bloomberg Opinion (@opinion)@GregDaco CPI Day: “It’s a fascinating report, because all we’ve been hearing about is an affordability crisis,” @AllisonSchrager says.These numbers “are revealing a lot about what’s going on in affordability.”https://t.co/5e2pNFGJC3 ...

风险提示及免责条款 市场有风险，投资需谨慎。本文不构成个人投资建议，也未考虑到个别用户特殊的投资目标、财务状况或需要。用户应考虑本文中的任何 意见、观点或结论是否符合其特定状况。据此投资，责任自负。 美国11月核心CPI同比 2.6%，预期 3%。 ...

RT Bloomberg Opinion (@opinion)CPI Day: Today’s numbers are especially important given the ongoing split among Fed policy makers about which the biggest concern is for the economy right now.Tune in for live analysis:https://t.co/5e2pNFGJC3 ...

Economic Outlook & Inflation - Vanguard expects a mixed CPI picture with some components trending down, but pressures remain due to tariffs and food prices [2] - Tariffs and a less restrictive Fed than perceived could keep inflation above 2% [10] - The focus for 2026 is expected to shift from inflation to growth [11] Labor Market - The US labor market has effectively stalled and is in a holding pattern due to supply and demand factors [5][6] - Acceleration in retirements and slowed immigration have pushed down the break-even rate [7] - Job growth is strong in occupations with high AI exposure [7] - Younger worker job growth is at historical levels, contradicting some narratives [8] Investment & Growth - AI-related investment will be the ultimate factor influencing the US economy, particularly in the back half of the year, posing an upside risk [4][5] - Investment spending and business confidence will determine the risk to the economy in 2026 [9] - Higher productivity and innovation rates could lead to higher growth without higher rates, similar to the late 1990s [12][13] - A 4% 10-year Treasury yield is possible with stable inflation and a 2.5-3% GDP growth due to increased capacity, not just demand [13][14]

Financial Markets & Economy - Asian stocks fell, tracking Wall Street concerns [1][47] - US 10-year Treasury yield decreased by one basis point to 414.11% [4][49] - Markets anticipate the Bank of England (BOE) to cut interest rates by 25 basis points [5][21][50] - Gold's upward momentum may be tested, but the broader uptrend remains intact [6][51] - US President Trump announced plans to award over 1450 thousand military service members a special $1776 "Warrior Dividend" before Christmas [10] - The market is pricing in around 40 basis points of rate cuts after today's rate cut [60] Central Bank Decisions & Monetary Policy - The White House interviewed Christopher Waller as a potential Fed Chair, who supports more Fed rate cuts [4][49] - The BOE decision is expected, with market sentiment anticipating a 25 basis point cut [5][21][50] - Markets are closely watching the BOJ (Bank of Japan) [8][30] - The ECB (European Central Bank) is likely to hold rates steady, with new economic forecasts expected [84][85] Company News & Industry Specifics - BP appointed Meg O'Neil as CEO, making her the first female CEO in Big Oil [1][31] - Oracle is pulling out of a financing deal for a data center, raising concerns around AI valuations [2][7][53] - Woodside shares slid after Meg O'Neil's move to BP [30] - OpenAI is in talks to raise tens of billions of dollars at a $750 billion valuation [38] - Japan's Kirin Group is buying a majority stake in East African Breweries for $773 million [76][77] - Israel approved a $35 billion deal to supply natural gas to Egypt from 2026-2040 [74][75]