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分析师:美国 CPI 即使仅略高于预期,也会引发市场抛售

2025-01-14 16:29:56

ChainCatcher 消息,据金十报道,罗素投资公司的分析师 BeiChen Lin 在一份报告中说,即使周三公布的美国通胀报告仅略高于预期,也可能引发债市和股市的抛售。这位投资策略师说,上周五异常强劲的美国就业报告似乎唤醒了人们对通胀的担忧。

他表示:“尽管我们认为美国国债收益率在当前水平上具有吸引力,但我们仍认为除非收益率有更大幅度的上涨,否则投资者最好坚持接近他们的长期配置比例。”接受《华尔街日报》调查的经济学家预计,美国 12 月份 CPI 同比增幅为 2.9%,高于 11 月份的 2.7%。调查显示,预计年度核心通胀率将维持在 3.3% 不变。

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