批发通胀

Search documents
Wholesale prices unexpectedly declined 0.1% in August, as Fed rate decision looms
CNBC· 2025-09-10 12:34
Group 1 - Wholesale prices fell slightly by 0.1% in August, contrary to expectations of a 0.3% increase, providing potential for the Federal Reserve to consider an interest rate cut [2][3] - Core Producer Price Index (PPI), excluding food and energy, also decreased by 0.1%, while it was anticipated to rise by 0.3% [2] - Services prices dropped by 0.2%, primarily driven by a 1.7% decline in trade services prices, contributing to lower wholesale inflation [4] Group 2 - Despite inflation being above the Fed's 2% target, officials are optimistic that easing housing and wage pressures will gradually reduce prices [5] - Concerns regarding the labor market have increased, with a report indicating nearly 1 million fewer jobs created than previously reported, raising worries about employment stability [7] - The upcoming Fed meeting will include a decision on interest rates and an economic outlook update [7]
深夜!李嘉诚,突发!
中国基金报· 2025-08-14 16:19
Group 1: Company Insights - CK Hutchison Holdings (长江和记实业有限公司) has ruled out the possibility of completing the sale of its global ports this year, despite optimism regarding the transaction's prospects after engaging with a significant Chinese strategic investor [3] - The company manages 43 ports, including two located at the strategically important Panama Canal, and if the sale is completed, it could generate over $19 billion in cash [3] - The port and related services revenue increased by 9% in the first half of the year, with EBITDA growing by 10%, driven by increased throughput and storage revenue from regions including mainland China, Asia, the Middle East, Mexico, and Europe [3] Group 2: Market Trends - U.S. stock markets experienced a decline, with major indices falling [5] - The probability of a Federal Reserve rate cut in September is now below 90%, following a significant increase in wholesale inflation, which saw the Producer Price Index (PPI) rise by 0.9% month-over-month and 3.3% year-over-year [6] - The rise in PPI indicates that inflationary pressures are building in the economy, which may dampen market optimism regarding imminent rate cuts [6][7] Group 3: Chinese Stocks Performance - The Nasdaq Golden Dragon China Index fell nearly 2%, with significant declines in shares of electric vehicle manufacturers such as Li Auto, Xpeng, and NIO, all experiencing drops exceeding 4% [8] - Other Chinese stocks, including Alibaba and Miniso, also saw declines, with Alibaba down 3.83% and Miniso down 3.76% [9][10]
美国6月PPI环比持平 旅游服务成本骤降抵消商品涨价
智通财经网· 2025-07-16 13:20
Core Insights - The Producer Price Index (PPI) in the U.S. showed no change month-over-month in June, with a year-over-year increase of 2.3%, the smallest since September of the previous year [1][2] - Core PPI, excluding food and energy, remained flat month-over-month and increased by 2.6% year-over-year, marking the lowest annual growth rate since the end of 2023 [1][2] Inflation Trends - The decline in travel-related service costs offset the rise in goods prices, indicating a mixed inflationary environment [1] - Economists expect inflation to gradually rise as more companies attempt to pass on increased trade costs to consumers, despite current moderate inflation levels [2] Price Movements - Core commodity prices, excluding food and energy, increased by 0.3%, while energy costs rose significantly, particularly natural gas prices for electricity generation, which saw the largest increase in three years [3] - Service costs decreased by 0.1%, primarily due to a 4.1% drop in travel accommodation prices and a 2.7% decline in airline passenger service prices, the largest drop since May 2024 [3] Future Indicators - The PCE report, which is closely monitored as it includes components used to calculate the inflation metrics favored by the Federal Reserve, is expected to be released later this month [4]