Odaily星球日报讯 Granite Bay Wealth Management 的分析师 Paul Stanley 在评论 1 月份 PPI 报告时写道，美联储“现在没有理由降息”。0.4%的增幅高于此前接受调查的经济学家的预期，但低于去年 12 月经上修后 0.5%的增幅。在此之前，昨日公布的 CPI 数据亦高于预期。Stanley 表示：“通胀抬头的时机很特别，因为经济正在为关税做准备，如果关税持续下去，可能会增加另一种通胀压力。”他补充称，固定收益投资者此时可能会看到锁定更高收益率的机会。（金十）

Odaily星球日报讯 Granite Bay Wealth Management 的分析师 Paul Stanley 在评论 1 月份 PPI 报告时写道，美联储“现在没有理由降息”。0.4%的增幅高于此前接受调查的经济学家的预期，但低于去年 12 月经上修后 0.5%的增幅。在此之前，昨日公布的 CPI 数据亦高于预期。Stanley 表示：“通胀抬头的时机很特别，因为经济正在为关税做准备，如果关税持续下去，可能会增加另一种通胀压力。”他补充称，固定收益投资者此时可能会看到锁定更高收益率的机会。（金十）

分析师：最新PPI数据令美联储没有理由降息

Odaily Odaily News reported that Paul Stanley, an analyst at Granite Bay Wealth Management, wrote in his commentary on the January PPI report that the Federal Reserve "has no reason to cut interest rates now." The 0.4% increase was higher than the expectations of the economists surveyed earlier, but lower than the 0.5% increase revised upward in December last year. Prior to this, the CPI data released yesterday also exceeded expectations. Stanley said: "The timing of the rise in inflation is peculiar, as the economy is preparing for tariffs, and if the tariffs persist, it may add another inflationary pressure." He added that fixed-income investors may now see an opportunity to lock in higher yields.

Odaily Odaily News reported that Paul Stanley, an analyst at Granite Bay Wealth Management, wrote in his commentary on the January PPI report that the Federal Reserve "has no reason to cut interest rates now." The 0.4% increase was higher than the expectations of the economists surveyed earlier, but lower than the 0.5% increase revised upward in December last year. Prior to this, the CPI data released yesterday also exceeded expectations. Stanley said: "The timing of the rise in inflation is very special, as the economy is preparing for tariffs, and if the tariffs continue, it may add another inflationary pressure." He added that fixed-income investors may now see an opportunity to lock in higher yields.

Analyst: Latest PPI data gives the Fed no reason to cut interest rates

Odaily Odaily report: MainSky Asset Management analyst Eckhard Schulte said that the slow progress of US inflation may mean that the Federal Reserve will not cut interest rates until the fall, or may not cut interest rates at all this year. "This is not our core assumption, but ultimately it will not establish a new 'market stasis'," Schulte said. The higher-than-expected US inflation data in January prompted a knee-jerk reaction in the US bond market, with yields rising. Schulte said this would only happen if the Federal Reserve discussed possible rate hikes. "But as long as the inflation situation does not deteriorate significantly in the coming months, this will not happen." (Jinshi)

Analyst: Fed may not cut rates until fall

Odaily reported that after the release of PPI, US short-term interest rate futures did not fluctuate much, and the market still generally expects the Federal Reserve to keep the policy interest rate unchanged before September. (Gold Ten)

PPI exceeded expectations, but the market still expects the Fed to remain on hold until September

Odaily Odaily News reports that Guotai Junan Securities issued a research report stating that the US core CPI rose 0.4% month-on-month in January, higher than market expectations, dampening market expectations for rate cuts. In addition, Powell said he was "in no hurry to cut rates", causing the market to postpone the timing of rate cuts this year. The current "Trump trade" is performing poorly, and the US dollar assets are in a dilemma. The Fed is most likely to skip another rate cut in March, and US Treasuries may fluctuate slightly this month, with the market as a whole waiting for a new direction. (Gold Ten)