【高盛上调美国通胀预期】5月8日讯，高盛经济学家预计美国核心PCE通胀到2025年底增长3.8%（此前预测为3.5%），2026年底2.7%（此前预测2.3%）。与这些预测相比，最新公布的核心PCE数据仅为2.6%。高盛表示，美元因关税消息而走弱，这种走弱放大了关税对价格的直接影响，而非抵消这种影响。

Core Insights - Goldman Sachs has raised its forecast for U.S. core PCE inflation to 3.8% by the end of 2025, up from a previous estimate of 3.5% [1] - The forecast for the end of 2026 has also been increased to 2.7% from 2.3% [1] - The latest core PCE data stands at 2.6%, indicating a discrepancy between current data and future projections [1] Economic Factors - The weakening of the U.S. dollar, attributed to tariff news, has amplified the direct impact of tariffs on prices rather than offsetting it [1]