高盛:通胀可望在2027年底回到美联储的目标

格隆汇
Sep 01
高盛最新研究指出,尽管美国通胀已连续逾五年高于美联储2%的目标,但消费者与企业的长期通胀预期仍大致稳定,目前没有明显失控或持续攀升的迹象。高盛综合相关经济研究后归纳出三大结论:首先,过去十多年的低通胀经验仍发挥缓冲作用;其次,部分偏高的调查结果受到世代差异、调查方法及政治立场影响;最后,随着实际通胀回落,消费者与企业的通胀预期可望逐步降温。展望后市,高盛预估,随着油价趋于稳定、关税对通胀年增率的影响逐步消退,美国通胀可望在2027年底回到美联储的目标。伴随实际通胀降温及近期物价冲击的影响逐渐淡化,消费者与企业的通胀预期预料也将在明年持续下降。

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