昨天CPI数据公布后，市场对于9月大幅cut的押注下降，利率有所上行，term prem flatten，美股震荡，DJI表现好于CCMP，大型科技公司也遭到抛售。之前对于MP的预期已经比较充足，市场在CPI数据之后重新回到对于基本面的担忧上，商品走弱，EIA库存意外增加对原油也产生拖累。
数据面上，US公布的7月CPI环比为+0.2%，与预期相符，同比为+2.9%，低于预期。核心指数环比为+0.2%，同比为+3.2%，均与预期相符。连着两天的通胀数据都是相对好看的，不过确实也出现了CPI出来后，预期落地的表现，并且其实CPI的表现上没有PPI那么明显，所以之前利率市场上各50%的25/50bps的预期出现了修复。
美国能源信息署(EIA)称，在截至8月9日的一周，原油库存增加136万桶，达到4.307亿桶。路透调查显示分析师原本预期为减少220万桶。油价受此影响下行。
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