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美國財政部:美國2026財年迄今赤字爲1.966萬億美元,而2025財年同期赤字爲1.973萬億美元。
2026-09-12
美國財政部:美國2026財年迄今赤字爲1.966萬億美元,而2025財年同期赤字爲1.973萬億美元。
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2026-09-12
Iraq's military said it has agreed to Iran's request to jointly investigate whether drone launchers exist along their shared border.
Iraq's military said it has agreed to Iran's request to jointly investigate whether drone launchers exist along their shared border.
2026-09-12
Huatai Securities says August core CPI MoM surprised to the upside, making a September Fed rate hike a "necessary" option and raising the credibility cost of not hiking. After hotter-than-expected August nonfarm payrolls and Middle East tensions that pushed oil above $100, August CPI is now the market’s key variable for pricing September. Core CPI and the Fed‑watched core services ex‑shelter subcomponent showed no renewed easing. Downside risks to disinflation include low inventories amplifying
Huatai Securities says August core CPI MoM surprised to the upside, making a September Fed rate hike a "necessary" option and raising the credibility cost of not hiking. After hotter-than-expected August nonfarm payrolls and Middle East tensions that pushed oil above $100, August CPI is now the market’s key variable for pricing September. Core CPI and the Fed‑watched core services ex‑shelter subcomponent showed no renewed easing. Downside risks to disinflation include low inventories amplifying oil spikes, AI-driven upstream price pass‑through, and localized new tariffs. The print could tilt neutral voters such as Waller toward a hawkish September vote, reducing internal resistance to a hike; if hawkish commitments from Jackson Hole are not met in September, Fed credibility would suffer and long-end Treasury yields would be harder to contain.
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