美国8月CPI走高 难阻美联储下周降息

Group 1 - The core inflation data for August shows a year-on-year increase of 2.9%, the largest rise since January, indicating a potential shift in monetary policy by the Federal Reserve [1][2] - The Consumer Price Index (CPI) rose by 0.4% month-on-month, surpassing market expectations, with significant increases in housing costs and food prices, particularly a 4.5% surge in tomato prices [2][3] - The labor market is showing signs of weakness, with initial jobless claims reaching the highest level since October 2021, suggesting a potential increase in layoffs and a shift in the labor market balance [2][3] Group 2 - The interplay of rising inflation and a weakening labor market presents a complex policy challenge for the Federal Reserve, with a low probability of a significant rate cut in September [3] - The increase in inflation is attributed to the transfer of rising costs from tariffs on imported goods to consumers, raising concerns about potential stagflation risks [3]