#美国消费者物价指数发布在即 $DASH $ZEN

【Inflation Data Surpasses Expectations Again! The Federal Reserve's Rate Cut Path Will Be Delayed】

This November, the US inflation data was released, and it brought a surprise. Core PPI year-over-year surged to 3.0%, up from 2.9% previously. The market initially expected it to be around 2.7%—but it was a reality check.

📈 Data details:

· Core PPI YoY: 3.0% (Expected 2.7%)
· Monthly MoM: Core PPI unchanged, overall PPI +0.2%
· Core assessment: Production costs are not easing as easily

Why is this so important? Simply put, PPI is a "precursor" to CPI. When production costs rise today, consumer prices tend to follow tomorrow. As enterprise costs climb, the risk of inflationary pressure transmitting from the production side to the consumer side remains quite high.

🏦 What does this mean for the market?

First, the hope for the Federal Reserve to continue cutting rates has dimmed again. The high-interest-rate environment will need to be sustained a bit longer. Second, stocks, bonds, and commodities all need to be revalued. The market's "easing is coming" logic should be reexamined—persistent inflation is the biggest uncertainty right now.

💡 In simple terms: traders hoping to save the day with rate cuts may need to wait a bit longer.

Data source: U.S. Bureau of Labor Statistics