漫评美国物价上涨：“节日不快乐”

Core Insights - A recent survey by PwC indicates that U.S. consumer holiday spending is expected to see the largest decline since the pandemic due to rising tariffs and living costs [2] - U.S. retailers are significantly impacted by local tariff policies, with companies importing and selling Christmas trees and holiday decorations resorting to layoffs, reducing imports, and increasing prices to cope with tariff-related threats [2] - The Federal Reserve's recent national economic conditions report shows that from mid-July to the end of August, all Federal Reserve districts experienced price increases related to the imposition of tariffs, adding to the financial pressure on American consumers [2]