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美国8月CPI公布了,下降速度不及预期;而且核心CPI上涨超过预期,为6.3%。市场现在对美联储升息100BP的预期上升到了30%+。 但我预计,9月还是继续升息75BP,不会升息100BP。 而且,核心通胀上升,会增加滞涨担忧。我们关注9/21之后,升息完成,美元(美股)是否会再度出现利好兑现的走势。

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