Just now #公布CPI数据 , the market expected a year-on-year increase of +2.5%, which was lower than the expected 2.6%, and the previous value was 2.9%. Last week, the unemployment rate and non-farm payrolls data disclosed by the US stock market were not very good, nor were they bad. The market has been in a middle state.
After reading some overseas analysis, the logic of the US stock market is quite amazing. I am really impressed. There are three positives and one negative.
① CPI is slightly lower than expected, and it can be reduced by 25 basis points, which is good for the stock market.
② CPI is significantly lower than expected, and it can be reduced by 50 basis points. It is not a rescue interest rate cut, but it is still good.
③ It is slightly higher than expected, which means that the economy is still good, which is good. ④ It is significantly higher than expected, which is a damage to the economy, which is bad.
