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亦函
今晚(10月14日)20:30 公布的是美国9月CPI,市场预期已经很一致:整体CPI同比从3.4%升至3.6%~3.7%,环比约0.6%;核心CPI同比2.4%持平,环比约0.22%、比8月的0.29%放缓。
关键点在于:整体通胀跳升已经被市场定价了,因为推手是汽油(9月均价超4.3美元/加仑,创当月纪录,伊朗冲突致油价高企),属于"一次性扰动"。所以今晚真正决定加密货币方向的,是核心CPI,不是整体CPI。别梭哈,再看看明晚ppI数据
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