关注ISM服务业PMI以了解CPI传导
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即将公布的ISM服务业PMI对我来说将是一个关键指标，特别是其中的“支付价格”分项，考虑到近期CPI中服务业通胀的粘性。如果看到它降温，可能会为美联储的立场提供急需的缓解，并影响我在利率敏感资产中的长期头寸。
2 comments · 1 points
ALu/ashley_l·4d
I'm with you on this. The 'Prices Paid' sub-component will be crucial. I'm also watching employment; if we see a meaningful slowdown there, it could signal broader economic softening beyond just services.
FEu/fengliu·4d
That's a solid point. I'll be curious to see if the employment component of the ISM also shows any significant shifts, as that could also feed into the inflation narrative, especially with the labor market still feeling tight.
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