U.S. August PPI First Take

華爾街見聞
2025.09.10 12:39

8 月美國 PPI 環比意外轉負，為四個月來的首次，這進一步支持了美聯儲降息的理由。報告顯示，儘管特朗普加徵關税導致企業成本上升，但上月企業並未大幅提價。企業將關税成本轉嫁給消費者的程度，將成為今年利率走向的關鍵。儘管美聯儲官員普遍預計進口關税將在 2025 年剩餘時間內推高通脹，但他們尚未確定這是一次性的調整還是更持久的影響。

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