原文发表于美国时间2024-7-12
周五公布的数据显示美国6月生产者价格指数的涨幅高于市场预期，令投资者们感到意外，因为在前一天公布的6月消费者价格指数这一通胀指标的跌幅超过了市场的预期，他们本对美联储年内的降息充满信心。
与2023年6月相比，生产者价格指数按年同比上涨了2.6%，达到2023年3月以来的最高点。
6月生产者价格指数报告的主要亮点：
6月的最终需求总体PPI数据按月环比上涨了0.2%，较5月上调后持平的前值大幅反弹，超过了经济学家们的预期——据TradingEconomics追踪经济学家预期为增长0.1%。
6月最终需求生产者价格指数的上涨源于最终需求服务价格环比上涨了0.6%，最终需求商品指数却下降了0.5%。
总体PPI数据按年同比上涨2.6%，较上修后的5月数据上涨了0.2个百分点，超过市场预期的2.3%。
不包括食品、能源和贸易服务在内的核心PPI按月环比上涨了0.4%，高于5月上修后的0.3%增幅，超过市场预期的0.2%。
按年同比计算，核心PPI上涨了3.1%，高于之前的2.3%，创下2023年4月以来的最高增幅。
市场反应
根据芝商所的FedWatch工具，在PPI数据报告公布之前，交易员们认为美联储在9月降息的可能性接近95%。
高于市场预期的数据现在可能会令高涨的预期降温，但鉴于美联储更加重视消费者价格数据的趋势，生产者价格指数不太可能完全打消市场对降息的预期。
周五盘前交易时段，美国主要股指期货持平。美国国债收益率全盘小幅走高，美元兑其他货币则收复了早盘失地。
周四，尽管CPI数据低于市场预期，但美股的大型科技股仍遭投资者们抛售。
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懂行的，选盈透！
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