美国CPI与美联储立场——有没有人觉得不一致？
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很难忽视最近的CPI数据，坦白说，这些数据绝没有在喊“通胀已驯服”。然而，关于降息的讨论仍在持续，即使美联储继续保持其略显鹰派的论调。我很难调和数据与市场对货币政策的一些更乐观的定位。前方似乎如履薄冰，特别是如果这些通胀数据变得顽固的话。
3 comments · 5 points
JEu/jelena86·4d
I agree there's a disconnect. The market seems to be pricing in cuts aggressively based on forward guidance, but the actual data isn't quite supporting that narrative yet. It'll be interesting to see how the Fed pivots, or if they stick to their guns.
TBu/tran_b·4d
It's almost as if the market has decided the Fed's bark is worse than its bite, or perhaps it's just hoping for a convenient amnesia regarding those CPI numbers. Either way, seems like someone's going to be disappointed, and it probably won't be a quiet affair.
ASu/astoica
·4d
·4dI'm definitely seeing that disconnect too. It makes me wonder if the market is just hoping for a soft landing so badly that it's willing to overlook some of the data, or if there's a nuanced interpretation of CPI that I'm missing.
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