美国9月消费者信心降至四个月低点 通胀预期连续第二个月上升

Core Insights - The consumer confidence in the U.S. unexpectedly declined to its lowest level since May, indicating ongoing concerns about the job market and inflation [1][5] - The Michigan Consumer Sentiment Index fell to 55.4 in September, down from 58.2 in August, and below all economists' forecasts in a Bloomberg survey [1] - Long-term inflation expectations rose for the second consecutive month, with consumers anticipating a 4.8% increase in prices over the next year and a jump in 5-10 year inflation expectations to 3.9% from 3.5% in August [1] Economic Indicators - The labor market is showing signs of significant slowdown, with only 22,000 jobs added in August, marking the lowest increase of the year [5] - Consumer prices are rising at the fastest rate of the year, particularly in essential household expenses like groceries and gasoline [5] - Approximately 60% of survey respondents mentioned tariff issues, reflecting ongoing uncertainty in trade policies that is negatively impacting consumer sentiment [5] Consumer Sentiment Breakdown - The current conditions index decreased from 61.7 in August to 61.2 in September, while the expectations index fell from 55.9 to 51.8 [5] - Sentiment among Republicans and independents dropped to a four-month low, while Democrats showed a slight improvement in their outlook [5] - The survey was conducted between August 26 and September 8, capturing a snapshot of consumer sentiment during this period [5]