今天的PPI数据远好于预期，但是利率却在数据出来后不降反升，和上个月的情况正好相反

来源: 老夏新生 于 2025-03-13 08:26:33 [] [旧帖] [给我悄悄话] 阅读数 : (2899 bytes)

据BOA解释， 问题出在细节上。。。虽然CPI和PPI数据都好于预期， 但上个月的的PCE却会反弹：

Bank of America economists, and several other Wall Street research teams, now estimate that "core" PCE, which excludes food and energy, will show prices increased 2.7% in February, up from the 2.6% increase seen in January.

Markets are now pricing in just a 30% chance the Fed cuts rates at its May meeting, down from a 52% chance seen a week ago, per the CME FedWatch Tool.

https://finance.yahoo.com/news/latest-data-shows-inflations-fall-to-feds-target-continues-to-stall-144239696.html

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• 确实。细节的解读让人很挠头 -薄利多收- ♂ 给 薄利多收 发送悄悄话 (0 bytes) () 03/13/2025 postreply 08:31:25

• 10年债券利息下降了0、01 -桃花源里人家- ♂ 给 桃花源里人家 发送悄悄话 桃花源里人家 的博客首页 (0 bytes) () 03/13/2025 postreply 09:29:52

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