昨晚公布的美国CPI全面超预期，CPI月率和核心CPI年率更是跳涨0.2%。数据后，市场将美联储今年降息2次的预期下降到1次。但是美指冲高回落，大幅利好的消息不上涨，那么之后出现利空消息，美指就要大幅下跌了。
1月的CPI利好基本在市场的预期之内。一是特朗普上台前，大量企业囤货导致物价上涨，二是圣诞节经济带动通胀上涨。预计之后通胀会逐渐回落（只要特朗普关税不是特别夸张）。
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