经济学家普遍预测,九月消费者价格指数同比涨幅将达3.6%,较上月的3.4%进一步攀升。若剔除食品与能源等波动性较大的项目,核心通胀率预计将从八月的2.4%微升至2.5%。
今日报告出炉之际,以下三条主线值得密切跟踪。
对美联储而言意味着什么:货币政策制定者已将其重心从提振劳动力市场转向遏制通胀。上个月,官员们实施了三年来的首次加息。彼时,多数决策者暗示年内还将再加息一次。
消费者支出:通胀之所以持续高于美联储目标,美国消费者的强劲韧性是关键推手。失业率处于低位、股市节节走高,家庭即便面对物价上涨仍不愿缩减开支。如此一来,企业便更容易将成本压力转嫁给终端客户。
数据中心:数据中心建设热潮同样为本轮通胀添了一把火——半导体及其他相关商品的价格被一路推高。
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