美国通胀数据爆冷！是转机，还是假象？

Group 1 - The core viewpoint is that inflation expectations in the U.S. have decreased for the first time in 2024, with one-year inflation expectations dropping from 3.6% to 3.2%, indicating a significant shift in consumer sentiment [1][3] - The decline in inflation expectations is widespread across different demographics, with consumers feeling less pressure from rising prices, although food prices remain a concern with a projected increase of 5.5% [3][4] - The optimism in consumer sentiment is attributed to a temporary easing of U.S.-China trade tensions, which has positively influenced public perception regarding future price increases [1][6] Group 2 - Employment market expectations have improved slightly, with a decrease in unemployment fears and an increase in the willingness to voluntarily leave jobs, indicating greater confidence among workers [6][8] - Personal financial outlooks have also become more positive, with an increase in the proportion of individuals able to meet minimum repayment obligations, suggesting a reduction in financial anxiety [6][8] - Recent official data supports the positive sentiment, with the PCE inflation index at 2.1%, the lowest since February 2021, leading to speculation that the Federal Reserve may choose to maintain current interest rates in the upcoming meeting [8]