受益于股市反弹带来的乐观情绪 美国消费者信心指数升至5个月高点

Core Insights - The US consumer confidence index rose to a five-month high in July, driven by optimistic sentiment from the stock market rebound and easing inflation expectations [1] Group 1: Consumer Confidence - The final value of the University of Michigan consumer confidence index for July reached its highest level in five months [1] - Consumers expect an average inflation rate of 3.4% over the next five to ten years, the lowest level since January of this year [1] - Short-term inflation expectations for the next year decreased from 5% in June to 4.5% in July [1] Group 2: Economic Context - The survey period ended on July 28, coinciding with President Trump's tariff agreements with major trading partners like Japan and the EU [1] - Despite the positive sentiment among stockholders, the confidence of non-stockholders declined, partially offsetting the overall increase in consumer confidence [1] - On the last Thursday of July, the President announced a new round of large-scale tariffs, which further increased the average tariff level in the US [1]