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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