今天的PPI數據遠好於預期，但是利率卻在數據出來後不降反升，和上個月的情況正好相反

據BOA解釋， 問題出在細節上。。。雖然CPI和PPI數據都好於預期， 但上個月的的PCE卻會反彈：

Bank of America economists, and several other Wall Street research teams, now estimate that "core" PCE, which excludes food and energy, will show prices increased 2.7% in February, up from the 2.6% increase seen in January.

Markets are now pricing in just a 30% chance the Fed cuts rates at its May meeting, down from a 52% chance seen a week ago, per the CME FedWatch Tool.

https://finance.yahoo.com/news/latest-data-shows-inflations-fall-to-feds-target-continues-to-stall-144239696.html

所有跟帖： 

• 確實。細節的解讀讓人很撓頭 -薄利多收- ♂ (0 bytes) () 03/13/2025 postreply 08:31:25

• 10年債券利息下降了0、01 -桃花源裏人家- ♂ (0 bytes) () 03/13/2025 postreply 09:29:52