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美股低收市場等候多項經濟數據公布- RTHK @ 2024-02-27T16: Back Hot News
Keyword:數據 美股 通脹 美國 指數
Concept:美國通脹數據
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這一情況部分源於美國企業高管對美國經濟將降溫的擔憂。由於最新通脹數據體現出通脹粘性,交易員近期已下調了對美聯儲今年降息的預期,並對於美聯儲能否實現經濟軟著陸又生擔憂。花旗銀行的美國經濟學家克拉克(VERONICA CLARK)在一份研報中寫道,上周的經濟數據“證實了軟著陸尚未實現”。他們分析稱,美國1月核心CPI環比上升0.39%,“表明通脹水平仍比疫情前更高、更不穩定,六個月的核心PCE通脹或將從1.9%上升至2.4%。零售銷售和制造業產出的下降,以及持續的失業救濟申請的上升,也都表明經濟正在軟化。更高的通脹又將使美聯儲更難降息,這反過來又增加了經濟衰退的可能性。”花旗預測,美聯儲將首次在6月降息25個基點,“與此同時,經濟將更明顯地進入衰退”。
智通財經APP獲悉,由於投資者擔心即將公布的通脹數據可能會對美股的漲勢構成考驗,美國股市在上周以令人目眩的紀錄高點收盤後,周一小幅收低。HOMRICH BERG首席投資官STEPHANIE LANG表示:「本周的PCE報告備受關注,如果該指數比預期更熱,可能會抑制市場的熱情。」
美國財長耶倫表示,盡管住房成本飆升令通脹數據超市場預期,但1月CPI數據顯示出在遏制通脹方面取得的進展。白宮國家經濟委員會主任布雷納德(LAEL BRAINARD)則表示,CPI上漲是因為“縮水式通脹(SHRINKFLATION)”,包括雞蛋或牛奶的必需品價格已經下降,但消費品牌並未真正減價,只是縮小了包裝。
上周五公布的生產者價格指數(PPI)數據顯示,美國1月批發價格漲幅超過預期。該數據加劇了對粘性通脹的擔憂。而在上周更早時候公布的消費者價格指數(CPI)同比上漲3.1%,高於經濟學家的預測,遠高於美聯儲2%的目標。

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