高盛：视角拐点
全球碳捕集与封存研究院·2024-06-20 04:18
更多资料 木调研纪要关注公众号：水木纪要 Goldman Economic's Sachs Research 17 June 2024 | 10:26PM EDT Global Views: Inflection Point 1. Last week's Us inflation data reinforced our view that the Q1 spike was an aberration. With CPl, PPl, and import prices in hand, We estimate that core PCE rose just 0.13% in May. In the remainder of 2024, we expect prints averaging 0.17%, with flat core goods prices and ongoing gradual deceleration in both shelter 多 and non-housing core service inflation. This implies that core PCE will end 20 ...