-- 蒙特利爾銀行(BMO)在周四公佈工業產品價格指數(IPPI)數據後表示,鑑於當月能源價格上漲,3月份IPPI的飆升並不令人意外,但食品價格的情況卻截然不同。 該銀行指出,“令人意外的是”,食品製造業價格環比跌幅創歷史新高,導致同比增速降至略高於3%。 BMO回顧稱,到2025年底和2026年初的指數已變得“令人擔憂”,同比增速將超過7%。該銀行之所以稱其為“令人擔憂”,是因為這些工業產品價格是消費者在超市購物時所面臨價格的一個很好的先行指標。 而超市價格上漲可能會在心理上造成壓力——換句話說,會強化消費者的通膨預期。 目前來看,這表明未來幾個月超市價格通膨將保持「穩定/溫和」的水平,但該銀行將密切關注未來幾個月是否會反彈。
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