机构：关税对美国通胀的影响可能要到年底才会达到峰值

Core Viewpoint - The impact of tariff increases on U.S. inflation is expected to peak around the end of the year, as tariffs typically take several months to fully affect consumer prices [1] Economic Outlook - The core inflation rate in the U.S. is projected to be around 3.0% this year, which will compress real income and hinder economic growth [1] - The company anticipates that U.S. economic growth will further slow down but is expected to avoid recession, with a projected real GDP growth rate of approximately 1.0% for this year [1] - As tariff pressures ease, a rebound in growth to about 1.8% is expected next year [1]