機構:關稅對美國通脹的影響可能要到年底才會達到峰值
Jul 31, 2025 17:14:58
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ChainCatcher 消息, Nuveen 固定收益策略主管 Tony Rodriguez 表示,美國關稅上調對通脹數據的峰值影響要到年底左右才會顯現,因為關稅通常需要幾個月的時間才能完全影響消費者價格,預計今年核心通脹率將在 3.0% 左右,這將壓縮實際收入並拖累經濟增長。
因此, Nuveen 仍然預計美國經濟增長將進一步放緩,但應該能夠避免衰退。該公司預計今年美國實際 GDP 增長率將在 1.0% 左右,隨著關稅阻力的消退,明年將反彈至 1.8% 左右。(金十 )
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