5 Things To Know In Investing This Week: The Disinflation Issue
5 Things To Know In Investing This Week: The Disinflation Issue
本週投資需知：通脹問題
The Disinflation Issue
通貨緊縮的問題
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...
本週最重要的消息是7月份CPI和PPI數據低於預期。儘管市場對聯儲局9月份減息50個點子（0.5%）的預期每天都在變化，但DKI同意當前共識，預計下個月會減息25個點子。我們認爲這是過早和不明智...
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