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美国关键通胀报告罕见延迟,原因成谜
Hu Xiu· 2025-09-20 03:51
Core Viewpoint - The U.S. Bureau of Labor Statistics (BLS) has postponed the release of the annual consumer spending data, raising concerns about the accuracy and politicization of key economic data in the U.S. [1][2] Group 1: Delay Announcement - The BLS announced that the 2024 annual consumer spending data, originally scheduled for release next week, will be "rescheduled to a later date" without providing a reason or new timeline [2][6] - This annual report is crucial as it provides the only comprehensive household survey data on consumer spending and income, which is used to determine the weights of specific goods and services in the Consumer Price Index (CPI) for the following year [4][9] Group 2: Context of the Delay - The unusual silence surrounding this delay has drawn market attention, contrasting with last year's situation where a delay was accompanied by an explanation and a new release date [5][8] - Analysts suggest that if the annual data can be finalized by the end of the year, there should be sufficient time to incorporate the new weights into the CPI by mid-February 2026 [9] Group 3: Political and Operational Challenges - The BLS is facing political pressure, staff shortages, and limited resources, which may contribute to the delay [10][14] - Recent events include the dismissal of the BLS director following significant revisions to employment data, and the nomination of a new director has been criticized as politically motivated [11][12] - An internal investigation has been launched into the BLS's economic data collection processes, highlighting challenges in collecting and reporting critical economic data [13]