【ATFX一周前瞻】美国7月CPI重磅来袭，本周市场将如何定价？

本周市场将迎来两项重要事件：美国7月CPI年率将于周三公布，数据表现或影响市场对美联储政策路径的预期；澳洲联储也将公布8月利率决议，为澳元后续走势提供线索。本期《ATFX一周前瞻》带你梳理关键数据与潜在市场影响，提前把握本周行情主线。

非农减2.3万反送新高,周三CPI接得住吗?

上周五标普500指数涨0.62%并创收盘新高,纳斯达克综合指数涨1.30%、SPY涨0.61%、QQQ涨1.17%,道指涨0.28%。推手是一份"坏得刚好"的数据:7月非农意外减少2.3万人,5、6月新增合计再下修10.3万人,时薪同比只增3.2%,市场随即把9月加息押注压到约44%,利率预期降温直接给AI与半导体腾出估值空间。焦点转到北京时间周三晚20:30的7月CPI,已有观点提醒这份报告可能反而说明利率还得更高。当就业转弱成了利好,通胀数据会顺着同一条逻辑走吗?

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