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米8月コアCPIは前月比0.3%と予想を上回り、市場の利上げ織り込みは82%へ。一方でエコノミスト調査は7割が据え置き予想です。
CPI前に実施された調査の時期、エネルギー主導という三指標の共通構造、ガイダンス方針が予測に与えた影響まで解説します。
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