原文发表于美国时间2024-7-11
标普500指数期货上涨1点,交易价格与公允价值一致,纳斯达克100指数期货上涨8点,交易价格高于公允价值0.1%,道琼斯工业平均指数期货上涨2点,交易价格与公允价值一致。
美国6月总体CPI按月环比下降0.1%(Briefing.com预期为0.1%),5月数据没有变化。不包括食品和能源在内的6月核心CPI按月环比上涨了0.1%(Briefing.com预期为0.2%),5月数据为上涨0.2%。
与去年同期相比,6月总体CPI上涨了3.0%,而5月数据为上涨3.3%,6月核心CPI上涨了3.3%,而5月为上涨3.4%。
从6月CPI数据报告可以得出的关键结论是,市场听到了它所希望听到的消息,6月CPI数据略有下降,导致按年同比的通货膨胀进一步缩窄。3.0%的按年同比增长率与2023年的低点持平,这将被视为支持美联储联邦公开市场委员会在举行会议时降息的理由。
截至7月6日当周,首次申请失业救济金的人数较上周修正后的23.9万人(前值为23.8万人)减少了1.7万人,降至22.2万人(Briefing.com预期为23.4万人)。持续申请失业救济金人数较上周修正后的185.6万人(前值为185.8万人)减少了4000人,降至185.2万人。
从每周申请失业救济金数据报告可得出的关键结论是,初请失业金人数从6月的高点持续回落,表明尽管美联储的限制性货币政策,但劳动力市场仍保持良好。
10年期美国国债收益率因此大幅下跌,从4.29%降至4.19%。对联邦基金利率变化最为敏感的2年期美国国债收益率则从4.63%降至4.51%。
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