数据完全符合预期。但实际上好于预期,理由如下:
1、CPI SHELTER 部分继续上涨,环比涨幅与前两个月持平,基本可以确定是最后一个月同比上涨了;这预示着下个月CPI数据可能会大幅低于预期;BLS自己的分析也印证了shelter部分的重要性;
The shelter index was the dominant factor in the monthly increase in the index for all items less foodand energy, while other components were a mix of increases and declines. Among the other indexes thatrose in December was the index for household furnishings and operations, which increased 0.3 percentover the month, while the index for motor vehicle insurance rose 0.6 percent, and the index forrecreation increased 0.2 percen
