高盛：：拐点(5)

更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 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 Jan Hatzius +1(212)902-0394 | jan.hatzius@gs.com aberration. With CPI, PPI, and import prices in hand, we estimate that core PCE Goldman Sachs & Co. LLC 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 and non-housing core service infl ...