Investing.com报道，美国银行在最新报告中告诉客户，10月份高于预期的消费者价格指数报告几乎锁定了美联储12月加息，并为更大幅度的50个基点加息打开了大门。
Investing.com -- Bank of America told clients in a new note that the hotter-than-expected October consumer price index report all but locks in a December interest rate hike from the Federal Reserve and opens the door to a larger 50 basis point move.
消费者价格连续第三个月超预期上涨。10月份总体CPI上涨0.4%，剔除食品和能源的核心CPI上涨0.3%。美国银行现在将美联储偏好的通胀指标——核心PCE——的同比涨幅跟踪在3.3%。
Consumer prices surprised to the upside for a third straight month. Headline CPI rose 0.4% in October, while core CPI, which strips out food and energy, climbed 0.3%. BofA now tracks the Fed’s preferred inflation gauge, core PCE, at 3.3% year over year.
“数据几乎锁定了12月加息，并且，在沃勒理事今早发表鹰派言论后，为50个基点的加息打开了大门，”该银行写道。
“The data all but lock in a December hike and, following Gov. Waller’s hawkish comments this morning, open the door to a 50bp move,” the bank wrote.
美国银行表示，通胀正在变得更加广泛，越来越多的价格类别高于历史平均水平。
BofA said inflation is becoming more widespread, with a growing share of price categories running above their historical averages.
尽管二手车价格大幅下跌，核心商品价格仍上涨0.2%，因为电子产品成本上升，可能反映了与人工智能相关的需求。核心服务价格上涨0.3%，机票和酒店价格推动了大部分涨幅。机票价格上涨很可能至少部分反映了与伊朗的冲突。
Core goods prices rose 0.2%, despite a sharp drop in used car prices, as electronics costs climbed, possibly reflecting AI-related demand. Core services rose 0.3%, with airfares and hotel prices driving much of the increase. Higher airfares likely reflect, at least in part, the conflict with Iran.
“结果是，商品和服务通胀现在都在朝着错误的方向发展，”美国银行表示。
“The upshot is that both goods and services inflation are now moving in the wrong direction,” BofA said.
该银行维持其对12月加息25个基点的预测，尽管市场现在给更大幅度加息分配了小概率。它还认为，美联储可能需要在1月而非3月再次加息的风险正在上升。
The bank is sticking with its call for a 25-basis-point hike in December, though markets are now assigning a small probability to a larger move. It also sees a rising risk that the Fed will need to hike again in January rather than March.
“但美联储似乎在通胀问题上落后于形势，10月份暂停加息看起来像是一个政策失误，”该银行补充道。
“But the Fed seems to be falling behind the curve on inflation, and the Oct hold is looking like a policy mistake,” the bank added.
美国银行表示，10月份CPI报告为12月加息50个基点打开了大门。风险披露：交易金融工具和/或加密货币涉及高风险，包括损失部分或全部投资金额的风险，可能不适合所有投资者。加密货币价格波动极大，可能受到金融、监管或政治事件等外部因素影响。保证金交易会增加财务风险。
BofA says the October CPI report opens the door to a 50bp December hike Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
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