Core Insights - The U.S. employment indicators suggest that the Federal Reserve may lower interest rates in the coming weeks, shifting Wall Street's focus towards inflation [1] - The Consumer Price Index (CPI) for August is set to be released next Thursday, representing the last significant data set before the FOMC meeting [1] Economic Forecasts - Economists at Societe Generale predict that the September CPI will rise from 0.2% in July to 0.4%, leading to a year-on-year CPI growth from 2.7% to 2.9% [1] - The core CPI annual rate is expected to remain steady at 3.1% [1] Market Implications - Companies have largely depleted their pre-tariff inventories, making them more susceptible to tariff impacts and increasing the likelihood of passing price increases onto consumers [1]
法巴银行：美国8月通胀预期将加速
Sou Hu Cai Jing·2025-09-05 13:52