印度三月经济报告：食品通胀预计将进一步缓和。 ...

日本央行表示食品通胀不容忽视 不完全排除5月会 议加息 日本央行上周的会议没有让人感到意外，但对于一位细心的日本央行观察人士来说，关于需要对食品驱 动的通胀压力保持警惕的信息有一个重要的启示：利率可能会比预期更早上调。 与许多其他央行一样，特朗普政府对其贸易伙伴征收的广泛关税给日本的货币政策路径带来了不确定 性，因为政策制定者在试图评估美国连续加征关税的经济影响时行事谨慎。 他补充道："如果潜在通胀的上行风险加剧，这将是我们加快调整货币支持力度的一个理由。"这是一个 明确的信号，表明日本央行不会回避早于预期的加息，以稳定通胀预期。 自俄乌战争爆发后全球大宗商品价格飙升以来，日本的食品价格一直在上涨，而且由于日元疲软导致进 口成本上升等各种因素，保持高位。去年夏季炎热导致的粮食歉收引发的米价飙升，已加大了通胀压 力。 植田的言论凸显出日本央行对食品价格顽固居高的日益关注。近三年来，食品价格居高不下保持通胀高 于目标水平。 2月份核心通胀达到3.0%，食品价格同比上涨5.6%，连续第七个月加速上涨。日本主要米价飙升 81.4%，为近半个世纪以来的最快涨幅。 一位熟悉日本央行想法的消息人士称："日本央行无法控制食品 ...

Core Viewpoint - The article discusses the significant increase in egg prices in the U.S. due to a supply shortage primarily caused by avian influenza, leading to a historical high in egg prices and raising concerns about inflation and potential monopolistic practices in the industry [2][6][12]. Group 1: Price Increase and Supply Shortage - The wholesale price of eggs in the U.S. has surged by 255% over the past four months, with the average price reaching $4.95 per dozen, a record high [2][6]. - Approximately 15% of the laying hens in the U.S. have been culled due to avian influenza, contributing to the supply crisis [6][8]. - The U.S. Department of Agriculture (USDA) reported that 30.3 million chickens have died due to avian influenza since the beginning of 2025, with significant losses occurring in several states [8][9]. Group 2: Government Response and Market Dynamics - The USDA is considering importing more eggs and has announced a $1 billion investment to combat the crisis and stabilize prices [3][9]. - Analysts suggest that the high prices may suppress demand, but it will take months for producers to fill the supply gap [10]. - The upcoming Easter holiday may exacerbate supply issues as consumers continue to stockpile eggs [11]. Group 3: Monopolistic Concerns and Industry Dynamics - The U.S. Department of Justice has initiated an investigation into potential monopolistic behavior among large egg producers, examining whether they have colluded to raise prices [12][13]. - The egg industry has seen significant consolidation, with Cal-Maine Foods controlling about 20% of the market and reporting a 342% increase in sales due to rising egg prices [15]. - Critics argue that the losses from avian influenza are relatively small compared to the profits being made by producers, suggesting possible exploitation of the situation [14][15].