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美国8月PPI意外大幅降温,美联储降息50个基点有戏了?
Jin Shi Shu Ju· 2025-09-10 12:51
美国劳工统计局(BLS)周三公布的8月份生产者价格指数(PPI)报告显示批发通胀压力正在缓解,这降低了未来几个月消费者价格大幅上涨的可能性。 美国8月PPI年率录得2.6%,为6月以来新低,远低于预期的3.3%,前值从3.3%下修为3.1%;月率录得-0.1%,为四个月来的首次下滑,低于预期的0.3%,前 值从0.9%下修为0.7%。 美元指数短线下挫26点,最低至97.6。现货黄金短线上扬8美元,随后有所回落。非美货币对普涨,欧元兑美元短线上扬逾30点,最高至1.1729。美元兑日元 短线下挫40点,最低至147.11。美国股指期货短线上扬,标普500指数期货涨0.44%。 短期美国利率期货在PPI数据公布后上涨,交易员加大了对美联储降息的押注。美债集体反弹,美国10年期国债收益率跌0.6个基点,至4.068%。美国2年期 国债收益率下跌1.1个基点,至3.531%。美国30年期国债收益率上涨0.5个基点,至4.722%。 尽管特朗普的关税政策推高了企业成本,但上个月企业仍避免了大幅提价。此次PPI回落是在7月大幅上涨之后出现的,许多企业担心,在经济不确定性持续 影响消费决策的背景下,大幅加价可能会吓跑客户 ...
X @Easy
Easy· 2025-09-10 12:42
PPI data today sending the 50bps cut higher howeverAlmost at a 20% chance now for September!October 25bps cut rising as well. https://t.co/ztN7KXoBGYEasy (@EasyEatsBodega):3 cuts this year.25bps each FOMCSeptember, October, December ...
X @Wu Blockchain
Wu Blockchain· 2025-09-10 12:39
U.S. August PPI YoY came in at 2.6%, the lowest since June, below expectations of 3.3% and down from the previous reading of 3.3%. U.S. August PPI MoM came in at -0.1%, below expectations of 0.3% and down from the previous reading of 0.9%. ...
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-10 12:38
Inflation Indicators - PPI (Producer Price Index) decreased by 0.1% Month-over-Month, below the expected increase of 0.3% [1] - Core PPI (excluding volatile food and energy prices) also decreased by 0.1% Month-over-Month, below the expected increase of 0.3% [1] - PPI increased by 2.6% Year-over-Year, below the expected increase of 3.3% [1] - Core PPI increased by 2.8% Year-over-Year, below the expected increase of 3.5% [1]
X @TylerD 🧙‍♂️
TylerD 🧙‍♂️· 2025-09-10 12:37
PPI comes in negative and well below expectationsSending our beloved internet coins https://t.co/xQbCK25XKi ...
美国8月PPI同比增长2.6%,预期增长3.3%
Mei Ri Jing Ji Xin Wen· 2025-09-10 12:36
每经AI快讯,9月10日消息,美国8月PPI同比增长2.6%,预期增长3.3%。 ...
X @Bitcoin Archive
Bitcoin Archive· 2025-09-10 12:35
JUST IN: 🇺🇸 U.S. PPI comes in lower than expected.Actual: 2.6%Estimated: 3.3%Prior: 3.3%September rate cut confirmed. ✅ ...
X @Wu Blockchain
Wu Blockchain· 2025-09-10 12:34
U.S. August PPI YoY came in at 2.6%, the lowest since June, below expectations of 3.3% and down from the previous reading of 3.3%. ...
X @Watcher.Guru
Watcher.Guru· 2025-09-10 12:31
JUST IN: 🇺🇸 US PPI falls to 2.6%, lower than expectations. ...
宏观点评:8月CPI降、PPI升的背后-20250910
GOLDEN SUN SECURITIES· 2025-09-10 12:28
CPI Analysis - August CPI decreased by 0.4% year-on-year, lower than the expected -0.2%, marking a six-month low[1] - Food prices contributed to the CPI decline, with a year-on-year drop of 4.3%, impacting CPI by 0.8 percentage points[2] - Core CPI rose by 0.9% year-on-year, the highest in 18 months, indicating a continuous increase for six months[2] PPI Analysis - August PPI decreased by 2.9% year-on-year, an improvement from the previous -3.6%, aligning with expectations[3] - PPI ended an eight-month decline, with a month-on-month stabilization, reflecting seasonal averages[3] - The "anti-involution" effect led to price increases in coal, black metals, and glass industries, contributing to the PPI improvement[3] Future Outlook - September CPI is likely to remain negative, with an annual average around 0% due to ongoing pressures from energy and pork prices[5] - PPI is expected to continue narrowing its decline in September, but weak export prices and insufficient consumer demand will constrain recovery[5] - The overall economic environment suggests a cautious approach, with policies expected to support but not significantly boost growth in the short term[6]