关税影响何时显现?下周这两个美国数据备受关注

华尔街见闻
13 Jul

市场预期,美国6月核心CPI环比将出现五个月来最大涨幅,同比涨幅也将自1月以来首次反弹,与此同时,零售销售在连续两个月下降后,将小幅回升。尽管6月的数据可能只反映出“有限的关税传导”,但越来越多分析师预期,随着下半年企业定价逐步调整,通胀压力将呈现累积效应。随着企业逐步将更高的进口成本转嫁给消费者,美国通胀在沉寂数月之后,可能正在悄然升温,下周重点关注公布消费者通胀和零售数据。关税传导效应开始显现...

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