美通胀与情绪恶化推高加息预期，美股反弹
US Sentiment Falls, CPI Gains Drive Fed Hike Bets as Stocks Rally
核心宏观数据（CPI、信心指数）与市场定价（加息概率、股指表现）联动清晰，直接反映流动性预期变化对资产价格的影响，建议关注后续联储决议及地缘局势进展。
This is a Bloomberg Money Minute. Consumer sentiment for September, as measured by the University of Michigan, came in below all estimates. Americans feeling the weight of higher gasoline costs and the Trump trade wars on their finances. And Americans opinion about the government's economic policies tumbled by 10% from August. Meanwhile, just today, we learned stubbornly high inflation made no progress in August with consumer prices rising 3.4% from a year ago.
这是彭博财经一分钟。密歇根大学9月消费者信心指数低于所有预测。美国人感受到汽油成本上涨和特朗普贸易战对其财务状况的压力。此外，美国人对政府经济政策的看法较8月下降了10%。与此同时，就在今天，我们了解到顽固的高通胀在8月毫无进展，消费者价格同比上涨3.4%。
Now, what that does is have about 90% of Wall Streeters now banking on a Federal Reserve rate hike when it meets next week. That takes away a lot of uncertainty, which investors like. And with six Persian Gulf countries now considering meeting with Iran next week to try to reopen that straight of four moves, oil is lower right now at $99 a barrel. So, you add it up and you've got stocks sharply higher this hour. The Dow 1% higher.
这意味着目前约90%的华尔街人士预期美联储在下周的会议上将加息。这消除了许多不确定性，而投资者喜欢确定性。同时，由于六个波斯湾国家本周正考虑与伊朗会面，试图重新开放霍尔木兹海峡，油价目前降至每桶99美元。因此，综合这些因素，股市在这一小时内大幅走高。道琼斯指数上涨1%。
The S&P 500 a little more than 1% higher. The tech heavy Nasdaq up 1 and a3%. Tom Busby, Bloomberg.
标普500指数上涨略超1%。科技股占比高的纳斯达克指数上涨1.3%。汤姆·巴斯比，彭博社报道。
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