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过大果断破
9月核心CPI连续两个月0.3%且结构扩散,住房与超级核心服务提供底部支撑,关税传导未必完全结束,美联储的鹰派反应也在印证通胀粘性。你的仓位并非毫无希望,但它需要的是一组与当前趋势相反的、多个分项同步降温的数据组合,而10月数据要等到11月10日才会公布。
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