-- 受中东冲突导致能源价格飙升的影响,美国3月份通胀加速至2022年年中以来的最快水平。 美国经济分析局周四公布的数据显示,3月份个人消费支出价格指数(PCE)环比上涨0.7%,高于上月的0.4%。最新数据显示,该指数为2022年6月以来的最高水平。 3月份汽油和其他能源商品价格飙升21%。 由于美以与伊朗之间的战争导致霍尔木兹海峡的运输中断,能源价格大幅上涨。近期,美伊之间以及以色列与黎巴嫩之间达成停火协议,冲突暂时中止。 按年计算,PCE价格指数上涨3.5%,为2023年5月以来的最大涨幅,高于2月份的2.8%。 美联储首选的通胀指标(剔除食品和能源价格)3月份环比下降至0.3%,低于2月份的0.4%。年度增长率从3%加速至3.2%。 彭博社汇总的调查显示,所有通胀数据均符合预期。 道明经济咨询公司(TD Economics)经济学家克谢尼娅·布什梅涅娃(Ksenia Bushmeneva)在一份报告中表示:“通胀压力持续酝酿。能源危机形势依然不明朗,汽油价格可能在一段时间内保持高位。” 周三,美联储维持基准贷款利率不变,称中东冲突加剧了美国经济前景的不确定性。 个人消费支出增长0.9%,符合华尔街预期。经通胀调整后的实际消费者支出增长0.2%,低于市场预期的0.3%。 布什梅涅娃表示:“短期内,更高的退税额(比去年同期高出约11%)和更低的所得税将在一定程度上缓解消费者的压力。然而,展望未来,家庭可能不得不削减开支,以抵消更高的汽油价格和仍然居高不下的通货膨胀。”
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