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
SeiLing
🙃🙃🙃
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kelvinlim
2021-07-14
kelvinlim
这篇文章不错，转发给大家看

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href=http://www.gelonghui.com/p/475462><strong>格隆汇</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>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：\n\n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...</p>\n\n<a href=\"http://www.gelonghui.com/p/475462\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"IEF","symbol_name":"债券指数ETF-iShares Barclays 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