Market Insights - The U.S. Senate is set to vote on the nomination of Milan to the Federal Reserve next Monday, with a procedural vote first, followed by a confirmation vote if approved [1] - The U.S. Consumer Price Index (CPI) rose by 2.9% year-on-year in August, up from 2.7% in July, while the core CPI, excluding food and energy, increased by 3.1% [1] - Initial jobless claims in the U.S. for the week ending September 6 were recorded at 263,000, indicating potential increases in layoffs amid a slowdown in hiring [1] European Central Bank and Monetary Policy - The European Central Bank (ECB) decided to keep the three key interest rates unchanged, with economic growth forecasts for the Eurozone adjusted to 1.2% for 2025, up from 0.9% [2] - The Bank of Japan is accelerating plans to reduce its substantial ETF holdings, which could involve a gradual market entry of assets worth 37 trillion yen [2] - The Turkish Central Bank significantly cut its one-week repo rate from 43% to 40.5%, exceeding investor expectations by 200 basis points [2] Energy Market Dynamics - The International Energy Agency (IEA) has raised its global oil supply growth forecast for this year by 200,000 barrels per day to 2.7 million barrels per day, while slightly increasing demand growth expectations to 740,000 barrels per day [3] - OPEC maintained its global oil demand growth forecasts for this year and next at 1.29 million barrels per day and 1.38 million barrels per day, respectively [3] Global Market Performance - The Dow Jones Industrial Average rose by 617.08 points to close at 46,108.00, a gain of 1.36%; the S&P 500 increased by 55.43 points to 6,587.47, up 0.85%; and the Nasdaq Composite climbed by 157.01 points to 22,043.07, a rise of 0.72% [4] Commodity Prices - COMEX gold futures fell by 0.23% to $3,673.40 per ounce, while silver futures rose by 1.12% to $42.07 per ounce [5] - Light crude oil futures for October delivery decreased by $1.30 to $62.37 per barrel, a drop of 2.04%; Brent crude oil futures for November delivery fell by $1.12 to $66.37 per barrel, down 1.66% [5] - The U.S. dollar index declined by 0.26% to 97.529, with various currency exchange rates showing fluctuations against the dollar [5]

Core Insights - The U.S. Consumer Price Index (CPI) increased by 2.9% year-on-year in August, up from 2.7% in July [1] - The core CPI, excluding volatile food and energy prices, rose by 3.1% year-on-year in August [1] - Month-on-month, the CPI increased by 0.4% in August, significantly higher than the 0.2% growth in July [1] Economic Context - The rise in core goods prices, influenced by tariffs, contributed to the strong monthly increase in the CPI [1] - Analysts believe that current economic data, including slowing job growth, is unlikely to alter market expectations for a Federal Reserve interest rate cut in September [1]

美国8月核心消费者价格指数同比增长3.1%，预估为3.1%，前值为3.1%；环比增长0.3%，预估为0.3%， 前值为0.3%。 ...

Core Insights - The core consumer price index (CPI) in the U.S. for August increased by 3.1% year-on-year, matching the forecast and previous value [1] - The month-on-month CPI growth was 0.3%, consistent with both the forecast and prior value [1]

Group 1 - The core viewpoint of the article indicates that inflationary pressures in the U.S. continued in July, with consumer prices rising due to the impact of tariffs implemented by the Trump administration [1][2] - The Consumer Price Index (CPI) for July showed a year-on-year increase of 2.7%, maintaining the same growth rate as in June [1] - The core CPI, excluding volatile food and energy prices, rose by 3.1% in July, which is higher than the growth rate in June, suggesting a persistent inflation trend [1] Group 2 - Economists noted that the impact of tariffs on consumer prices has a lag effect, with retailers previously stockpiling inventory to mitigate the immediate cost impact [1] - The report highlights that while some essential goods saw price pressure ease, costs in other categories such as furniture, tires, and pet supplies increased significantly [1] - UBS economist Alan Demaister stated that the data clearly indicates the transmission of tariff impacts to consumer prices [2]

泰国商务部：6月核心消费者价格指数同比上涨1.06%，路透调查预期为1.10%。 ...

墨西哥5月核心消费者价格指数同比上涨4.06%；预期增长4.03%。 ...