SHMET 网讯:1月份，居民消费需求持续恢复，CPI环比上涨0.2%，同比涨幅从0.8%回落至0.2%，扣除 食品和能源价格的核心CPI同比上涨0.8%。受全国统一大市场建设持续推进、部分行业需求增加及国际 大宗商品价格传导等因素影响，PPI环比上涨0.4%，同比降幅从1.9%收窄至1.4%。 2月11日，国家统计局公布数据显示： 中国1月CPI环比上涨0.2%，同比上涨0.2%，同比前值 0.8%。扣除食品和能源价格的核心 CPI同比上涨0.8%。 一、CPI同比涨幅回落主要受春节错月影响，核心CPI保持温和上涨 CPI同比涨幅有所回落，主要有以下两方面原因：一是春节错月影响。上年1月份为春节月 份，食品和部分服务价格上涨较多，导致上年同期对比基数较高，带动本月同比涨幅回落较 多。分类别看，食品价格下降0.7%，影响CPI同比下降约0.11个百分点，而上月对CPI的影响 为上拉约0.21个百分点。食品中，鲜菜价格上涨6.9%，涨幅比上月回落11.3个百分点，对 中国1月PPI环比上涨0.4%，连续4个月上涨，涨幅比上月扩大0.2个百分点。PPI同比 -1.4%，前值 -1.9%。 CPI同比的上拉影响比上 ...

本报讯 记者唐佳丽报道 2月12日，国家统计局辽宁调查总队发布居民消费价格变化情况（CPI）。调查 数据显示，2026年1月份，辽宁CPI同比上涨0.8%，高于全国平均水平0.6个百分点。扣除食品和能源价 格的核心CPI同比上涨1.4%，涨幅比上月扩大0.1个百分点。 （来源：辽宁日报） 转自：辽宁日报 从同比看，八大类商品及服务同比价格呈现"六涨二降"态势。其中，其他用品及服务类价格上涨 18.5%，生活用品及服务类价格上涨2.3%，食品烟酒及在外餐饮类价格上涨1.7%，医疗保健类价格上涨 1.3%，衣着类价格上涨0.8%，教育文化娱乐类价格上涨0.1%，居住类价格下降0.1%，交通通信类价格 下降4.1%。 从环比看，八大类商品及服务环比价格呈现"六涨一降一平"态势。其中，其他用品及服务类价格上涨 3.1%，医疗保健类价格上涨1.4%，食品烟酒及在外餐饮类价格上涨0.8%，生活用品及服务类价格上涨 0.6%，教育文化娱乐类价格上涨0.5%，交通通信类价格上涨0.4%，衣着类价格下降0.1%，居住类价格 与上月持平。 CPI环比上涨0.6%，高于全国平均水平0.4个百分点。其中，城市上涨0.7%，农村上涨0 ...

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CPI同比温和上涨，是多重积极因素共同作用的结果，更折射出消费结构的优化升级，既体现了民生商 品的供应充足、价格平稳，也反映出服务消费与升级类商品消费的双重发力。 1月CPI同比细微的数据变化，体现在市场的每一处细节中。节前备货需求，带动农副食品等行业价格 上涨；文旅需求释放，拉动飞机票、旅行社收费等出行相关服务价格环比攀升；假期经济来临，推动文 娱等生活服务消费持续升温。这些亮点背后，是居民消费信心的提升，更是超大规模市场优势的充分显 现。 核心CPI的稳健表现成为消费回暖的"晴雨表"。相信随着宏观政策接续落地、全国统一大市场建设稳步 推进，居民就业和收入预期不断改善，内需潜力将进一步释放。(李心萍) 经济热点快评｜这两个0.2%，传递什么信号？ 国家统计局发布数据：1月份，居民消费价格指数(CPI)环比上涨0.2%，同比上涨0.2%，传递出消费需求 持续修复、市场潜力稳步释放的积极信号，彰显出我国消费市场的强劲韧性与内生动力。 1月份，核心CPI环比上涨0.3%，为近6个月最高。核心CPI温和上涨，叠加CPI连续多月环比正增长，充 分印证了国内消费市场持续恢复向好的趋势。 核心CPI指的是，剔除食品和能源 ...

每经AI快讯，2月14日，俄罗斯1月CPI环比上涨1.62%，预期上涨2%。 ...

专题：美国1月CPI年率创去年5月来新低 美国劳工统计局周五公布的数据显示，1 月份通胀放缓幅度超出预期。这份年度首份报告因近期政府停 摆推迟发布，备受市场关注。 1 月份整体食品指数环比上涨 0.2%，家庭食品指数同样上涨 0.2%。 六大类食品中五类价格上涨，包括谷物及烘焙产品、肉禽鱼蛋等。涨幅最大的是谷物和烘焙产品，上月 上涨 1.2%。 经季节性因素调整后，1 月份居民消费价格指数（CPI）环比上涨 0.2%。 未经季节性调整，过去 12 个月消费者价格同比上涨 2.4%，低于 12 月份的 2.7%。这一数据略低于经济 学家此前预期的环比 0.3%、同比 2.5%。 剔除能源和食品的核心 CPI 环比上涨 0.3%，同比上涨 2.5%，为 2021 年以来最低涨幅，一定程度上缓 解了市场对特朗普政府关税影响的担忧。 以下是最新 CPI 报告对普通家庭的影响。 住房成本仍是通胀主要推手 住房成本持续给购房者和租房者带来压力。 1 月份居住类指数环比上涨 0.2%，是整体物价环比上涨的最大拉动因素；同比上涨 3%。 尽管仍在上涨，但该指数涨幅已较上月减半，显示走势可能正在向好。 食品支出仍在挤压美国人预 ...

分组1 - The Consumer Price Index (CPI) showed a headline increase of 2.4%, with a month-on-month rise of 0.2%, indicating a potentially tamed inflation environment [1][3] - Core inflation remains sticky, but there is optimism as food prices at home grew only by 0.2% month-over-month, down from 0.7% the previous month [3][4] - Energy commodities dropped by 3.3% month-over-month, contributing to the overall deceleration in inflation [4][5] 分组2 - Transportation services saw an increase of 1.4%, continuing an upward trend over the last few months, which raises some concerns [6] - The market is experiencing elevated volatility, with liquidity issues noted, making intraday trading challenging [7] - The S&P and NASDAQ have faced three sessions of losses, with notable corrections in major tech stocks, particularly the MAG 7 [8] 分组3 - The AI narrative is impacting various sectors, including commercial real estate, as concerns grow about job displacement due to AI [9][10] - Financial stocks are under pressure, trading below the 200-day moving average, indicating ongoing selling pressure [11] - Software stocks are showing some resilience, with an increase of over 1% in the IGV index [12] 分组4 - Aluminum prices on the LME have dropped significantly due to discussions about potentially scaling back tariffs, which could impact industrial companies [15][16] - There is a shortage of aluminum affecting major manufacturers, leading to debates about restricting exports of aluminum cans to ensure supply [18][19] - Copper prices are experiencing volatility, with a buildup in inventory and a potential technical breakdown in the coming weeks [21][22]

Economic Indicators - The headline month-over-month CPI increased by 0.2%, which is 0.1% lower than expected, while the year-over-year headline CPI is at 2.4%, down 0.3% from last month and 0.1% lower than the forecast of 2.5% [2][3] - Core month-over-month CPI rose by 0.3%, aligning with expectations, and the year-over-year core CPI is at 2.5%, which is 0.1% lower than last month [2][3] Energy Sector Impact - Energy prices decreased by 1.5%, with energy commodities down 3.3% and gasoline prices down 3.2% over the last 12 months, reflecting a 7% drop in gasoline prices [3][4] - Fuel oil prices fell by 5.7%, while new vehicle prices increased by 0.1%, and used cars and trucks saw a decline of 1.8% [3] Transportation and Shelter - Airfares increased by 6.12% in the month, while shelter costs rose by 0.2%, with owner's equivalent rent also up by 0.2% [3][4] - Transportation services contributed positively to the CPI report, increasing by 1.4% [4] Market Reactions - Following the CPI report, the market initially showed a decline of 0.3% in futures but later rebounded to an increase of 0.125% due to softer-than-expected inflation numbers [5] - The 10-year yield decreased to 4.09%, indicating a shift in market sentiment [6] Software Sector Performance - The software sector is experiencing significant pressure, with major companies like Microsoft and Palantir facing challenges [7] - Despite the macroeconomic positivity, the microeconomic outlook for the software sector remains uncertain [9] Upcoming Economic Data - Key economic data expected next week includes durable goods, GDP, and personal income and outlays, which will provide further insights into the economic landscape [11]

格隆汇2月13日｜凯投宏观北美首席经济学家Paul Ashworth表示，需要强调的是，虽然核心PCE通胀指 标通常平均比CPI低约0.3个百分点，但我们的计算表明，美联储更青睐的核心PCE通胀指标在1月份反 弹至3.0%。 来源：格隆汇APP ...

Core Inflation Data - The Consumer Price Index (CPI) headline rose by 0.2%, resulting in an annual rate of 2.4%, down from 2.7% in December [1] - Core CPI increased by 0.3%, which is higher than the January figure of 0.2%, but aligns with market forecasts, showing a year-over-year increase of 2.5%, down from 2.6% in December [2] Food and Energy Prices - Food prices rose by 0.2% during the month, a significant decrease from the 0.7% increase observed in December [3] - Gasoline prices decreased by 3.2%, contributing to the softer CPI numbers, while used car prices fell by 1.8% [3] - New car prices saw a slight increase of 0.1%, and apparel prices remained unchanged with a 0.3% increase, similar to the previous month [3]