Re: [新聞] CPI數據火熱 拜登罕見對Fed貨幣政策表態
看板Stock作者LaBronJames (King LA Bron James)時間2周前 (2024/04/11 15:19)推噓40(44推 4噓 72→)留言120則, 58人參與討論串3/3 (看更多)
其實可以看到
各項通膨普遍回檔
甚至本來預期銷量增加會帶動價格上漲的新車與二手車都出現下跌
還有美國最貴的醫療費也很溫和
真正拉動通膨的就兩樣
住房和交通服務 這裡主要是汽車保費
而保險公司的特性向來比較保守
保費是用過去一年的通膨作為計算基礎,而非實時數據
也就是可能用作保費調整的通膨依據目前可能還是6%以上 隨時間可能就會自然回落
住房就更不用說了,很多人都分享計算方式有滯後性
也就是理論上什麼都不做
這兩項貢獻cpi最大漲幅項就會自然下跌
如果考量到這兩者的滯後性 目前的核心cpi可能已經低於2%了
看長期要擔心的不是通膨降不降得下來
關鍵還是在於如果降息
可不可能帶來新通膨 這個有待高手分析
短期的話要看今晚ppi數據
中國這邊3月已經出現跌幅擴大
經濟有一定連結性 算好消息
不過畢竟是不同市場 還是很抖
不過如果有穩住 那未來通膨大機率會穩定下跌
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油價不算入核心 近來主要受地緣政治影響
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※ 編輯: LaBronJames (114.44.135.71 臺灣), 04/11/2024 15:33:15
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其實我還沒聽他講的.. 不過大家看法應該都一樣
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