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链上阿乐(互动版)
美国9月CPI、核心CPI,全都比市场预想的更高通胀没压下去。
通胀高,美联储就更不愿意降息,甚至降息时间会往后拖。
降息预期降温 → 美债收益率容易往上走 → 比特币这类风险资产承压。
核心CPI年率2.6%,预期2.5%;月率0.3%,预期0.2%,全线超预期,通胀反弹信号。
市场本来赌美联储能早点降息,现在这个数据会削弱降息预期!
数据出来市场已经开始押注明年加息三次。

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