【潘森宏观:美国核心CPI月率上行风险较高】金十数据1月15日讯,潘森宏观首席美国经济学家Samuel Tombs预计,美国核心通胀月率将连续第五个月上升0.3%。在他看来,这一预期的上行风险很大,因为强劲的假期需求提振了汽油、航空运输和住宿价格,而租金和汽车保险价格在11月份低于趋势水平的上涨之后可能已经反弹。Tombs补充称,昨日公布的美国PPI数据令人不安。航空运输价格跃升6.8%,创下12月份的最大涨幅。仅这一点就能将核心PCE提高0.08个百分点。PPI数据和核心CPI预测(0.3%)表明,核心PCE指数在0.30-0.35%的范围内上升,这不会受到美联储的欢迎。如果CPI确实意外上行,预计美元指数将在110.00区域附近进行另一次上行尝试。
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