利好！美联储青睐的通胀指标 符合预期

Group 1 - The latest inflation data favored by the Federal Reserve shows that consumer spending adjusted for inflation increased by 0.4% last month [1] - The core PCE price index, which excludes food and energy, rose by 0.2% from July, maintaining a year-on-year increase of 2.9% [2] - The overall annual inflation rate slightly increased to 2.7% from 2.6% in July [2] Group 2 - Consumer spending growth of 0.7% reflects increased consumption in discretionary items such as furniture, clothing, and sporting goods, while service spending rose at a relatively moderate pace [5] - Despite evidence showing that tariffs have pushed up some prices and a cooling labor market, consumers, especially high-income groups, continue to spend [5] - The savings rate has dropped to 4.6%, the lowest this year, indicating potential concerns about future consumer spending sustainability [5] Group 3 - Following the report, U.S. stock indices opened higher, with the Dow Jones Industrial Average rising over 300 points [4] - Market expectations for a rate cut in October are strong, but enthusiasm for further action in December is weaker [5] - Analysts suggest that inflation is stable enough to withstand lower interest rates, predicting another rate cut by the Federal Reserve in October [6]