高盛警告:美国通胀率可能在圣诞节前达到近4%

Blockbeats
08 May

BlockBeats 消息,5 月 8 日,高盛警告称,特朗普的全球贸易战可能会使抗通胀之战取得的大部分进展付之东流。高盛在周三的一份报告中告诉客户,由于高额关税和美元走软的有害组合,关键通胀指标预计将在未来几个月飙升。目前预计核心通胀年率(不包括食品和能源)将从 3 月份的 2.6% 加速至 12 月份的 3.8,根据美联储青睐的 PCE 价格指数得出。

高盛认为物价的上升力度要比美联储 3 月份的预测大得多,当时美国还没有宣布最大规模的关税。美联储预计 12 月份核心 PCE 通胀率为 2.8%。更糟糕的是,高盛预计核心商品通胀年率将从 3 月份的 0.4% 飙升至 12 月份的 6.3%。到 12 月,二手车(+8.3%)、家用电器(+7.8%)、视频/音频/电脑(+7.7%)、珠宝/手表(+5.9%)和制药/医疗(+7.8%)的价格将大幅上涨。(金十)

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