加拿大蒙特利尔银行(BMO)分析师们认为,周三的CPI报告将是衡量美联储能否达成2%通胀目标的关键指标,为 2月的PCE预测提供重要依据。经济学家们预计核心CPI月率涨幅为0.3%,低于上月,但仍高得足以让人担心通胀可能比预期更持久。虽然这样的数据对美联储来说并不理想,但它不会破坏整体通胀放缓的论调,从而使今年多次降息的可能性保持不变。
除总体通胀数据外,投资者还将关注住房服务和非住房“超级核心”通胀分项,鲍威尔将这两类通胀列为需要持续推进的领域。预计二者都将出现降温迹象,尽管仍处于历史高位。不过,即使通胀部分超出预期,全面评估也需要周四的PPI数据,该数据上个月在缓解市场对CPI意外强劲的担忧方面发挥了关键作用。
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