美国6月CPI数据点评：市场与联储、通胀的背离

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美国6月CPI数据点评：市场与联储、通胀的背离

格隆汇2021-07-14

事件：美国2021年6月CPI同比上升5.4%，超过预期的4.9%；核心CPI同比上升4.5%，超过预期的4.0%。我们对此看法如下：交运和住房继续成为6月美国CPI超预期的主要贡献。6月CPI继续超预期，且不仅是同比，环比也超过预期和季节性。分项看，交运和住房继续成为主要拉动。如我们在此前提示，住房和交运涨价有大宗（油价）上涨的因素，也有供需的影响：交运分项中，汽车（尤其二手车）价格继续上行...

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SeiLing
·2021-07-14
???
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  2021-07-14
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kelvinlim
·2021-07-14
這篇文章不錯，轉發給大家看
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