MooKing 牛國王
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Latest U.S. CPI (latest release: 2025/08/12, corresponding to July)
Headline CPI year-on-year growth rate: 2.7%; month-on-month growth rate: +0.2% (seasonally adjusted).
Core CPI year-on-year growth rate: 3.1%; month-on-month growth rate: +0.3% (seasonally adjusted).
Energy items weakened this month (gasoline decreased by about
2.2%
).
The above data comes from the U.S. Department of Labor BLS's July CPI press release and homepage summary. (Bureau of Labor Statistics)
Supplement: Several media outlets interpret it as 'the headline slightly below market expectations (2.8%) but core stickiness', which is a 'mixed bag of good and bad'. (The Guardian, Bloomberg.com, Investor.com)
The implication for 'U.S. stocks'
Benchmark logic: the market is most concerned with 'interest rate cut probabilities' and 'government bond yields'.
Core CPI year-on-year growth rate: 3.1%; month-on-month growth rate: +0.3% (seasonally adjusted).
Energy items weakened this month (gasoline decreased by about
2.2%
).
The above data comes from the U.S. Department of Labor BLS's July CPI press release and homepage summary. (Bureau of Labor Statistics)
Supplement: Several media outlets interpret it as 'the headline slightly below market expectations (2.8%) but core stickiness', which is a 'mixed bag of good and bad'. (The Guardian, Bloomberg.com, Investor.com)
The implication for 'U.S. stocks'
Benchmark logic: the market is most concerned with 'interest rate cut probabilities' and 'government bond yields'.
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