凯投宏观:赴美游客减少或有助于美联储对抗通胀

美港电讯
10 Jun

【凯投宏观:赴美游客减少或有助于美联储对抗通胀】金十数据6月10日讯,凯投宏观北美经济学家Bradley Saunders在一份报告中说,赴美外国游客的锐减可能成为降低通胀的来源。今年乘飞机入境美国的外国游客平均减少了4%左右,如果算上驱车入境的游客,来自加拿大的游客减少了15%。自特朗普上任以来美元一直走弱,对美国的情绪恶化意料之外地带来了有益的反通胀影响。4月份离家住宿的通胀环比下降了1.3%,而机票价格下降了7.9%,两者合计使总体通胀率下降了近0.1个百分点。关税推高商品价格之际,对美联储来说,赴美游客下降可能是一个受欢迎的通胀回落压力来源。

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