美国7月消费者信心升至五个月新高 但关税疑虑仍压制乐观情绪

Core Insights - The preliminary data from the University of Michigan indicates that the U.S. consumer confidence index rose to its highest level in five months, reaching 61.8 in July, up from 60.7 in June, although it remains below most levels from the previous year [1] - Inflation expectations have decreased, with respondents anticipating a 4.4% increase in prices over the next year, down from 5% the previous month, marking the lowest level since February [1] - Concerns about the economic outlook persist, particularly regarding uncertainties related to tariffs, which continue to limit overall optimism [1] Consumer Sentiment - The current conditions index increased from 64.8 to 66.8, while the expectations index slightly rose to 58.6, driven mainly by improved sentiment among Republican supporters and independent voters [2] - The recent rise in consumer confidence may reflect a perception that the worst-case scenarios feared in April and May have eased [1][2] - Consumers' views on their financial situation have improved, potentially influenced by a rising stock market [1]