美国8月CPI同比增长2.9% 符合预期

Group 1 - The overall inflation in the U.S. rose in August, with the Consumer Price Index (CPI) increasing by 0.4% month-on-month, surpassing market expectations of 0.3% [1] - Year-on-year, the CPI recorded a 2.9% increase, which is consistent with market expectations and represents a 0.2 percentage point acceleration from July [1][2] - The 0.4% month-on-month increase is the largest since February and is double the increase seen in July [2] Group 2 - Food prices rose by 0.5% month-on-month and 3.2% year-on-year, while energy prices increased by 0.7% month-on-month and 0.2% year-on-year [2] - The core CPI, excluding volatile food and energy prices, increased by 0.3% month-on-month and 3.1% year-on-year, aligning with previous month’s increases and market expectations [2] Group 3 - Housing costs, which account for about one-third of the CPI, rose by 0.4% month-on-month, marking the largest increase of the year, with a year-on-year increase of 3.6% [3] - New car prices increased by 0.3% month-on-month and 0.7% year-on-year, while used car and truck prices rose by 1% month-on-month and 6% year-on-year [4] Group 4 - The CPI report indicates persistent inflation in the U.S., influenced by global tariffs and rising service costs, which may exert lasting pressure on overall inflation [4] - The number of initial jobless claims rose to 263,000, the highest level since October 2021, increasing by 27,000 from the previous week, which was above market expectations of 235,000 [4] - This rise in jobless claims, combined with a low non-farm payroll increase of only 22,000, suggests a weakening trend in the U.S. labor market [4]