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七商泉
PPI 爆表:9 月环比 1.3%,创 2022 年 3 月以来最大月涨幅;同比 6.3%,远超预期的 5.3%。汽油一个月涨 20.3%,能源贡献了八成涨幅。CPI 3.7% + PPI 6.3% 双超预期——10 月 27-28 日议息会,加息重新回到牌桌上。PPI 的火烧到 CPI 只是时间问题,BTC 刚在 8 万上方喘口气,真正的考官还在后头。
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