8月通胀数据预期将加速上升

投资观察
Sep 05, 2025

美国劳动指标显示美联储在几周内应降息,因此华尔街现在将把关注焦点转向通胀数据。8月消费者价格指数(CPI)将于周四公布,这是美联储货币政策会议前的最后一组重要数据。

法国巴黎银行经济学家预计,月度CPI读数将从7月的0.2%加速至约0.4%,使得12个月通胀率从2.7%升至2.9%。他们估计,核心年通胀率将维持在3.1%。

法国巴黎银行的Andrew Schneider和Britney Jackson写道,各公司"基本上已经耗尽了关税前的库存储备,这使得它们容易受到关税费用的冲击,并增加了价格向消费者传导的可能性"。

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