CPI Inoratidza Comprehensive Cooling

Musi weChina, Chikunguru 11, Dhipatimendi reVashandi rakaburitsa data inoratidza kuti gore-pagore kukura kweCPI yaJune yakaderera kubva ku3.3% muna Chivabvu kusvika ku3%, pasi peinotarisirwa 3.1%. Uku ndiko kukura kwakaderera kubva munaChikumi wegore rapfuura uye kunoratidza kuderera kwekutanga-pamwedzi-pamwedzi kubva muna Chivabvu 2020, nekudzikira kwe0.1%.

Iyo yakakosha CPI yakakura ne3.3% gore-pa-gore, pazasi peinotarisirwa 3.4%. Mwedzi-pa-mwedzi kukura kwaive 0.1%, kuwedzera kudiki kubva muna Nyamavhuvhu 2021. Uku kuderera kusingatarisirwi kwedata pasina mubvunzo kwakapinza dhigirii yakasimba yekuvimba mumusika, zvichiratidza kutonhora kwakanyanya kwekukwira kwemitengo.

Kunyanya, mitengo yezvinhu nemasevhisi inflation yakadzikira gore negore, nemitengo yezvinhu ichiratidza kudzikira patsva kubvira 2020, ichidonha ne1.8% gore negore.

Zvikuru, inflation yedzimba mukati meiyo CPI yakakosha iri kuwedzerawo kuderera kwayo.

Gore negore, inflation yedzimba muna Chikumi yakadzikira kusvika pa5.16%, ichidzika kubva pa5.41% muna Chivabvu, zvichiratidza yakaderera kubva muna Chivabvu 2022. Inflation yerendi yakakwira ne5.07% gore negore, ichidzika kubva pa5.30% muna Chivabvu, yakaderera kubva muna Kubvumbi 2022.

Rate Inocheka Inouya?

Kutevera kuburitswa kwedata, Treasury goho rakadzika. Ikozvino goho reTreasury 10-year yakaderera kwemwedzi inenge mitatu.

Dhora negoridhe zvakaratidzawo maitiro anoenderana. Nekudaro, nekuda kwekugadziriswa kwemusika, nguva pfupi yadarika yakasimba US tech hofori seNvidia, Apple, uye Microsoft dzakaona kudzikira kwakanyanya. Sezvineiwo, masheya madiki akamira kwenguva refu akaona kutsiva, neRussell 2000 index ichisvetuka 3.6% muzuva rimwe chete. Zvichakadaro, iyo yaimbokwira Nasdaq index yakadonha ne2%, uye iyo S&P 500 index yakadonha ne1.4%.

Dhata inoratidza kuti kuita kwezuva rino kwakaratidza musiyano mukuru wezuva rimwe chete wekuita pakati peRussell 2000 index neNasdaq kubvira 1986.

Kune rimwe divi, musika wakawedzera mukana weiyo Federal Reserve yekucheka mitengo kubva munaGunyana kubva kumativi makumi manomwe muzana isati yaburitswa data kusvika pamusoro pe90%. Chete 7.3% vanotenda kuti hapazove nekuderedzwa muyero.

Pamusoro pezvo, musika unotarisira 2-3 chiyero chekucheka kwegore rose, paine 46.6% mukana wetatu chiyero chekucheka.

Nyanzvi dzezvehupfumi nevacherechedzi vemusika vakaratidzawo chivimbo mukudzikiswa kwemitengo yeFed, neJPMorgan ichifambisa nguva yavo yaitarisirwa yekucheka kubva muna Mbudzi kusvika Gunyana. Pakati pekorasi yezviyero zvakatemwa zvinotarisirwa, zvinoita sekunge inyaya yenguva.

Trump se X-Factor?

Zvisinei, kusava nechokwadi kwezvematongerwo enyika kunogona kukanganisa kusvika kwekuderedzwa kwemitengo.

Mishumo inoratidza kuti kana Fed ikasarudza kudzikisa mitengo munaGunyana, zvinogona kunzwisiswa senyasha kumutungamiri wenyika Biden. Kana VaTrump vakakunda musarudzo muna Mbudzi, zvinogona kukonzera kutsiva kwezvematongerwo enyika.

Kunyange zvazvo Powell akatanga agadzwa sachigaro weFed naTrump uye achiwanzotsanangurwa semuRepublican akanyoreswa, Trump achiri kuona sarudzo dzaPowell sedzinotungamirwa nezvematongerwo enyika. Congressional Republicans yakayambirawo Powell pamusoro pekucheka mitengo pamberi pesarudzo dzaNovember. Sachigaro weHouse Financial Services Committee Henry akati, "Munhu wese anoda kudzikiswa ...

Pamusoro pezvo, maRepublicans akayambira Powell nezvekucheka mitengo sarudzo dzisati dzaitwa, kuti zvisaonekwe sekuita kwezvematongerwo enyika. Fed Chair Powell anosimbirira kuti sarudzo dzichanyatsoenderana nedata uye maonero ehupfumi, kwete zvematongerwo enyika.