- Market is starting to pare back its Fed easing bets, with the market now pricing in 175 bps of total easing over the next 12 months vs. 200 bps at the start of this week.
- Headline PCE Price Index rose by 2.2% YoY in August, below market expectations of 2.3%.
- Core PCE Price Index, excluding food and energy, increased by 2.7%, matching consensus estimates.
- Consumer confidence in the US improved in September with the University of Michigan's Consumer Sentiment Index edging higher to 70.1 from 66 in August.
- The five-year inflation expectation held steady at 3.1%, indicating that consumers do not expect inflation to rise significantly in the coming years.
- While dovish bets eased somewhat, the markets are pricing in a 50 bps cut for the next November meeting, which seems to weaken the USD.
风险提示：以上内容仅代表作者或嘉宾的观点，不代表 FOLLOWME 的任何观点及立场，且不代表 FOLLOWME 同意其说法或描述，也不构成任何投资建议。对于访问者根据 FOLLOWME 社区提供的信息所做出的一切行为，除非另有明确的书面承诺文件，否则本社区不承担任何形式的责任。
FOLLOWME 交易社区网址: followme.asia
喜欢的话，赞赏支持一下
加载失败()