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is explosive! As soon as the data of CPI was released last night, it caused a big shock to the global capital market!
The cpi data of the US was released at 8:30 last night. The data showed that the US CPI rose by 8.2% year-on-year in September, with an estimated 8.1%, and the previous value was 8.3%; the US CPI rose by 0.4% month-on-month, with an estimated 0.2%, and the previous value was 0.1%, and once again exceeded market expectations!
8.2% seems to be only 0.1% more than expected 8.1%, but the core inflation rate continues to rise!
The core inflation rate of the United States in September was 6.6%, a significant increase from 6.3% last month, and it once again hit a new high this year!
core inflation rate excludes energy and food prices, which means that the US service industry inflation has not actually dropped, but is on the rise. This is a straightforward expectation that the 475 basis points hike in in the next November is a foregone conclusion! This also led to panic in the global capital market! The most intuitive manifestation of
is that at the moment when the US cpi data was released at 8:30 pm, the US dollar index straight up ,
, and those non-US currencies, , such as RMB, experienced rapid depreciation!
0 The European stock market, which was opening at the time, fell sharply,
. When , the U.S. stock opened at 9:30 pm, it opened sharply, but then it launched a strong reversal, slowly got up, and finally closed with a big rise! At the same time, other equity assets have also been brought up, such as the European stock market, the FTSE A50 index, and have all emerged from the Shenzhen V market!
So the problem is coming? Didn’t say that the cpi data exceeded expectations? Why is the US stock market still rising?
To put it bluntly, it means that big negative news has been implemented, so there will be no new negative news for the time being in a short period of time! In addition, the US stock market has fallen out of a certain amount of room for a while, so a lot of bottom-buying funds have emerged to pick up cheap chips. In addition, it is related to last night's Biden's speech at . Biden mentioned that through the CPI data released last night, he saw that suppressing inflation has achieved certain results, but it was criticized by netizens.
is a saying. Regardless of whether US inflation can be effectively controlled in the future, at least after giving a speech to the old man last night, the US stock market began to reverse, which is his contribution!
Of course, whether it can effectively suppress inflation in the end depends on the relevant actions of the Federal Reserve . The old man can only use the mouthpiece and cannot come up with effective measures. It is estimated that even Federal Reserve Chairman Powell will not know how to suppress inflation in the future for a while.
. For the impact of our A shares , the overall impact has declined significantly in the short term. A shares have obviously entered an independent market!
is very obvious when compared with US stocks. The figure below shows that our Shanghai Composite Index has closed for four consecutive positives, and the US just bottomed out last night! Which one is stronger and who is weak can be seen at a glance.
Of course, as long as the US stock market does not experience a continuous plunge in the future, the impact on our A-shares will be limited . We will continue to follow our own independent market, but if the US stock market experiences a continuous plunge, we will also be dragged down like last month. We have to be careful of this!
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