国盛宏观：美国通胀即将迎来拐点_老虎社区_美港股上老虎

国盛宏观：美国通胀即将迎来拐点

格隆汇2021-12-12

事件：北京时间12月10日21:30，美国公布11月CPI数据。核心结论： 1、美国11月未季调CPI同比6.8%，符合预期，高于前值6.2%；核心CPI同比4.9%，符合预期，高于前值4.6%。分项来看，能源和二手车依然是涨幅最大的两个分项，食品价格同比涨幅也有所扩大，服务分项价格上涨不明显。 2、美国CPI数据公布后，美元指数和美债收益率均快速下行，美联储加息预期小幅降温。背后的逻辑在于，...

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