5 Things To Know In Investing This Week: The Disinflation Issue
5 Things To Know In Investing This Week: The Disinflation Issue
本周投资要知道的5件事：通货紧缩问题
The Disinflation Issue
通货紧缩的问题
The big news this week was the lower-than-expected CPI and PPI figures for July. While expectations for a September 50bp (0.5%) rate cut by the Fed changes on a daily basis, DKI agrees with current consensus that we'll see a 25bp cut next month. We believe that's premature and unwise, but still think that's what's coming. The best solution would be to reduce government spending, but no one in Washington DC is planning to do that, so prepare for more future inflation. Home Depot (NYSE:HD) and Walmart (NYSE:WMT) report good quarters, but...
本周最重要的消息是7月份CPI和PPI数据低于预期。尽管市场对美联储9月份降息50个基点（0.5%）的预期每天都在变化，但DKI同意当前共识，预计下个月会降息25个基点。我们认为这是过早和不明智...
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