(5) 17:00 欢元区|1月制造业 (8) 21:30 美联储弹事巴尔发 9 21:45 美联储副主席杰斐 8 21:30 美联储理事巴尔发表讲话 9 21:45 美联储副主席杰斐逊发表讲话 提醒电报 长按右侧二维码阅读原文 准确 快速 权威 专业 C国国 财联社 ·上海报业集团主管主办 为速度和交易而生 机构和私募都在使用 2025-11-21 05:31:08 星期五 【周五（11月21日）重点关注财经事 件和经济数据】 (1) 07:30 日本10月核心CPI年率 2 15:00 英国10月季调后零售销售月率 (3) 16:15 法国11月制造业PMI初值 (4) 16:30 德国11月制造业PMI初值 (5) 17:00 欧元区11月制造业PM初值 6 17:30 英国11月制造业及服务业PMI初值 7 21:30 加拿大9月零售销售月率 ...

Core Insights - Japan's core Consumer Price Index (CPI) for July increased by 3.1% year-on-year, surpassing the expected rate of 3.0% but lower than the previous value of 3.3% [1] Economic Indicators - The core CPI figure indicates ongoing inflationary pressures in Japan's economy, reflecting a slight moderation compared to the previous month [1] - The data suggests that while inflation remains above expectations, it is showing signs of stabilization [1]

Group 1 - The core CPI year-on-year for July increased to 3.1%, surpassing the previous value of 2.9% and the expected value of 3% [1] - The nominal CPI year-on-year for July remained at 2.7%, matching the previous value but falling short of the expected 2.8% [1] - The core CPI's increase of 0.2 percentage points indicates strong consumer demand, suggesting insufficient reasons for the Federal Reserve to resume interest rate cuts [3] Group 2 - Following the CPI data release, the dollar index experienced a sharp decline, dropping from 98.55 to 98.18 within five minutes, continuing to fall in the subsequent hours [3] - The market interprets the inflation performance as weaker than predicted by Powell, with Trump's tariff policies not significantly raising inflation levels [3] - The dollar index has been in a weak cycle, declining from a high of 110.15 to a low of 96.34, reflecting a cumulative drop of 12.53% this year [4]

Core Insights - The core CPI increased by 3.1% year-on-year in July, slightly above expectations, indicating potential inflationary pressures [1] Economic Indicators - The Federal Reserve Chairman Jerome Powell has emphasized that policymakers are focused on 12-month inflation trends, suggesting that the current CPI data may not be a positive sign for future monetary policy [1]

Group 1 - Japan's core Consumer Price Index (CPI) for June increased by 3.3% year-on-year, matching market expectations [1] - The previous value of Japan's core CPI was 3.7%, indicating a slight decrease in inflation rate [1]

Group 1 - The core Consumer Price Index (CPI) for Japan in June is set to be announced shortly, indicating potential market movements and economic implications [1]

Group 1 - The final value of the Eurozone's core CPI for June is 2.4%, matching both the expected and previous values of 2.4% [1]

Core Insights - The UK's core Consumer Price Index (CPI) year-on-year rate for June is reported at 3.7%, which exceeds the expected rate of 3.5% and is higher than the previous value of 3.5% [1] Economic Indicators - The current core CPI indicates a rise of 0.2 percentage points from the previous month, suggesting inflationary pressures are still present in the UK economy [1] - The deviation from expectations may influence monetary policy decisions by the Bank of England, as higher inflation could lead to considerations for interest rate adjustments [1]

Core Insights - The core Consumer Price Index (CPI) in the U.S. for June recorded an annual rate of 2.9%, marking the highest level since February, while market expectations were at 3% [1] Economic Indicators - The 2.9% annual rate of core CPI indicates a significant inflationary trend, which could impact monetary policy decisions moving forward [1]

Core Insights - The core Consumer Price Index (CPI) for the United States in June showed a year-on-year increase of 2.9%, which is below the expected rate of 3.00% and higher than the previous value of 2.80% [1] Economic Indicators - The year-on-year core CPI of 2.9% indicates a slight deceleration in inflation compared to the previous month, suggesting potential easing in price pressures [1] - The deviation from the expected 3.00% may influence monetary policy decisions moving forward, as it reflects the current economic conditions [1]