Macro Aftermath Active

二月份通货膨胀激增

活动下降——叙事失去相关性。

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热门股

股票代码板块变动
U
Technology+42.8%
AAPL
Technology+24.1%
COLA
N/A+3.9%
IRS
Real Estate+2.8%

情绪时间线

板块表现

股票表现

事件时间线

五月 13, 2026
Wholesale inflation jumps 6% in April on annual basis, biggest increase since … Neutral
五月 12, 2026
US inflation jumps to 3.8% as energy costs surge from Iran war Neutral
五月 05, 2026
Yikes! The Federal Reserve's April and Quarterly Annualized Inflation Forecast Was Just … Bearish
四月 30, 2026
Euro zone inflation jumps to 3% as economic growth almost stalls Bearish
四月 22, 2026
UK inflation jumps to 3.3% in March as fuel prices surge amid … Neutral
四月 20, 2026
The Fed quietly altered its March inflation forecast — and it points … Bearish
四月 14, 2026
CORRECTION: U.S. Producer Prices Increase Much Less Than Expected In March Neutral
四月 10, 2026
US inflation jumps to highest level in almost two years Bearish
四月 09, 2026
U.S. Consumer Prices Increase Climb 0.4% In February, In Line With Estimates Neutral
四月 07, 2026
US Core Durable Goods Orders Surge For 11th Straight Month Bullish
四月 06, 2026
The Federal Reserve's March and April Inflation Forecast Is In -- and … Neutral
四月 05, 2026
US Inflation Seen Spiking in First Snapshot Since Iran War Neutral
三月 27, 2026
Inflation will surge to 4.2% as Iran war pushes up energy costs: … Bearish
三月 25, 2026
UK inflation rate remained at 3% in February Neutral
三月 23, 2026
The 2026 COLA Is Three Months In. Here Is Whether It Is … Neutral
三月 22, 2026
Iran Issues 10 Million Rial Banknote Amid Soaring Inflation Neutral
三月 20, 2026
U.S. Inflation Expectations Surge Amid Oil Price Spikes Neutral

相关文章

Wholesale inflation jumps 6% in April on annual basis, biggest increase since 2022

CNBC · 五月 13, 2026
Bearish

US inflation jumps to 3.8% as energy costs surge from Iran war

BBC Business · 五月 12, 2026
Mixed

UK inflation jumps to 3.3% in March as fuel prices surge amid Iran war

CNBC · 四月 22, 2026
Bearish

The Fed quietly altered its March inflation forecast — and it points to more pain …

Yahoo Finance · 四月 20, 2026
Mixed

US inflation jumps to highest level in almost two years

BBC Business · 四月 10, 2026
Mixed

U.S. Consumer Prices Increase Climb 0.4% In February, In Line With Estimates

Nasdaq · 四月 09, 2026
Bearish

Core inflation was 3% in February, as expected, key Fed gauge shows

CNBC · 四月 09, 2026
Mixed

US Inflation Seen Spiking in First Snapshot Since Iran War

Yahoo Finance · 四月 06, 2026
Mixed

Inflation will surge to 4.2% as Iran war pushes up energy costs: OECD

Yahoo Finance · 三月 27, 2026
Mixed

Iran War Triggers Jump In Americans' Inflation Expectations, Slump In Sentiment

ZeroHedge · 三月 27, 2026
Mixed

UK inflation unchanged at 3% in February — the last print before the Iran war

CNBC Earnings · 三月 25, 2026
Mixed

UK inflation rate remained at 3% in February

BBC Business · 三月 25, 2026
Bearish

The 2026 COLA Is Three Months In. Here Is Whether It Is Still Keeping Up …

Yahoo Finance · 三月 23, 2026
Mixed

Iran Issues 10 Million Rial Banknote Amid Soaring Inflation

ZeroHedge · 三月 22, 2026
Bearish

Treasury yields climb as fear grows that Fed rate cuts are off the table

CNBC · 三月 20, 2026
Mixed

U.S. Inflation Expectations Surge Amid Oil Price Spikes

Yahoo Finance · 三月 20, 2026
Mixed

Inflation Picked the Worst Possible Day to Come in This Hot

Yahoo Finance · 三月 20, 2026
Mixed
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AI概览

第一段 --- 发生情况：美国2月消费者价格上涨0.4%，符合预期，主要受能源价格飙升6.6%的推动。剔除食品和能源的核心通胀率为3%，符合预期。然而，根据经合组织（OECD）的说法，由于伊朗战争推高了能源成本，克利夫兰联邦储备银行的通胀即时预测工具预测美国3月和4月的通胀率将大幅跃升，今年可能达到4.2%，是美联储目标的双倍多。根据密歇根大学的调查，美国人的通胀预期也已飙升，信心已大幅下滑。

第二段 --- 市场影响：通胀飙升影响对能源价格和投入成本敏感的行业。能源、航空和运输类股票可能会面临逆风。消费者可能会削减可自由支配的支出，影响零售和消费品公司。伊朗战争对石油价格的影响也可能影响通胀挂钩的证券和商品。在英国，2月通胀率保持在3%，但伊朗战争的开始可能会在未来几个月推高通胀。

第三段 --- 下一步关注：投资者应密切关注3月10日发布的美国消费者价格指数（CPI），以更清晰地了解3月份的通胀情况。3月15日的美国生产者价格指数（PPI）将提供对批发层面通胀压力的见解。此外，密歇根大学3月25日公布的3月份最终消费者信心调查将提供更新的通胀预期和支出意向。
AI概览（截至） 五月 13, 2026

时间线

首次发现三月 20, 2026
最后更新三月 20, 2026