美联储和美国数据公布后，利率预期有何变化？。最值得注意的是美联储的重新定价。市场减少了对9月份降息的押注，目前降息的可能性为40%。

How have interest rates expectations changed after the Fed and the US data?.The most notable repricing was seen with the Fed. The market trimmed bets on the September cut which is now at 40% probability.

美国超级电容器繁荣，美元飙升降温。当今美国和全球市场最重要的是什么

AMERICAS Megacaps boom, dollar surge cools.What matters in U.S. and global markets today

预计2025年6月，美国个人消费支出价格指数将环比上涨0.3%，为四个月来最大涨幅，此前5月和4月均小幅上涨0.1%。不包括食品和能源的核心个人消费支出指数也预计将上涨0.3%，这是继5月上涨0.2%之后的四个月以来最强劲的月度涨幅。按年度计算，整体个人消费支出通胀预计将连续第二个月加速，从5月的2.3%上升到6月的2.5%。相比之下，核心个人消费收入通胀预计将稳定在2.7%。个人消费支出指数是美联储首选的通胀指标。

The US PCE price index is expected to rise by 0.3% month-over-month in June 2025, the largest increase in four months, after more modest gains of 0.1% in both May and April. The core PCE index, which excludes food and energy, is also projected to climb 0.3%, marking its strongest monthly gain in four months, following a 0.2% increase in May. On an annual basis, headline PCE inflation is forecast to accelerate for the second consecutive month, reaching 2.5% in June from 2.3% in May. In contrast, core PCE inflation is expected to hold steady at 2.7%. The PCE index is the Federal Reserve’s preferred measure of inflation.

香港央行保持关键利率稳定，追随美联储。香港金融管理局（HKMA）周四将其通过隔夜贴现窗口收取的基准利率保持在4.75%不变，追随美联储保持利率稳定的举措。

Hong Kong central bank keeps key rate steady, tracking Fed.The Hong Kong Monetary Authority (HKMA) kept the base rate it charges via its overnight discount window unchanged at 4.75% on Thursday, tracking a move by the U.S. Federal Reserve to keep rates steady.