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由于10月数据缺失,所以没有前置数据,目前市场预期值是3.1%。今晚核心看点就是CPI数据会是2字头还是3字头。
如果CPI回落至 2.9% 或更低,从数据层面就表示通胀可控,强化美联储2026年继续降息。
如果CPI3.0%或反弹至3.1%以上,那可能会强化通胀粘性叙事,降息预期降温,美债收益率可能上涨,对利率敏感的科技股可能承压。
与前天的大非农数据采集相似,因为此前的政府停摆,数据收集工作集中在11月后半段。同时11月还碰上了感恩节促销使得该月前半段和后半段物价波动较大,数据可能会失真。
一会直播间唠吧
$BTC #cpi