昨天美股表现偏强，一些指数基本快回到之前JP出问题时候那个位置了，UST下行，term prem小幅steepen。商品的表现上比较分化，金属是基本call昨天数据公布后通胀下行逻辑，但是油上因为中东冲突升级可能性的担忧减轻，表现偏弱。
数据面上，US公布的PPI环比+0.1%，同比+2.2%，核心指数环比不变，同比+2.4%，均低于预期，继续表征通胀下行，市场对今天的CPI信心也有所提高，对于50bps cut的预期也重新增强。整体来看，US soft-landing的情绪相较于之前也开始明显回来，fed发言这边，博斯蒂克表示，最近的经济数据让他对美联储能让通胀率回到2%的目标“更有信心”，但他希望看到“多些数据”，然后才准备支持降息。他称通胀和就业市场之间的风险更接近于平衡，但他希望确保美联储避免过早降息，以免在通胀重新加速时不得不在以后加息。尽管如此，如果经济发展如他所料，利率将在今年年底前降低。从话语中听得出他是更支持12月cut的
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