新华财经北京12月9日电 西方传统节日圣诞节就要到来，在本该给亲朋好友准备礼物的时节，美国高中 教师詹姆斯·多弗迈尔只打算给孩子们买礼物，因为他觉得物价太高，得省着点儿过日子。 据法新社9日报道，多弗迈尔的节日计划并非个例，而是众多承受物价压力并感到不满的美国民众的一 个缩影。 路透社与益普索集团11月18日发布的民调结果显示，美国总统特朗普的支持率降至38%，为第二任期最 低水平。据路透社11月24日报道，特朗普支持率近期下跌的部分原因是民众不满其经济政策。 特朗普先前不承认民众购买力下降，而是说这是民主党制造的"骗局"。他12月8日承认民众购买力下降 是一个"问题"，但是他强调，这是"民主党遗留的问题，我们在解决问题"。 美国多家媒体报道说，在上月举行的地方选举中，选民因对美国经济不满，将"枪口"对准了特朗普及其 所代表的共和党。在11月4日举行的地方选举中，民主党候选人拿下了最受关注的三场选举，分别当选 弗吉尼亚州长、新泽西州长和纽约市长。 （文章来源：新华社） 23岁的奥斯卡说，他打两份工才能勉强维持生计。"我感觉物价短期内不会回落，只能想办法撑下去。" 美国劳工部数据显示，美国消费者价格指数（CPI ...

Economic Overview - The Federal Reserve's Beige Book report indicates that from mid-July to the end of August, all Federal Reserve districts experienced price increases related to tariffs [1] - The report highlights that many districts reported significant impacts of tariffs on input prices, with insurance, utilities, and tech services seeing price hikes [1] - Companies have largely passed on the increased costs to consumers, and there are widespread expectations of continued price increases in the coming months [1] Consumer Spending and Labor Market - Due to increased economic uncertainty and rising tariff rates, wage growth for many households has not kept pace with rising prices, leading to stagnant or declining consumer spending across all Federal Reserve districts [1] - Employment levels remained largely unchanged in 11 districts, with one district reporting a slight decline; seven districts showed reluctance to hire due to weakened demand or increased uncertainty, while two districts reported increased layoffs [1] Tariff Rates - The U.S. government has been imposing higher tariffs on trade partners, with the latest announcement on July 31 detailing tariff rates ranging from 10% to 41% for 69 trading partners [2] - As of August 7, the trade-weighted average tariff rate for all products imported into the U.S. rose significantly to 20.11%, compared to just 2.44% at the beginning of the year [2]

Core Viewpoint - The article suggests that the upcoming Federal Reserve meeting in June may see a hawkish stance from Chairman Powell, indicating a potential shift in monetary policy due to structural and one-time inflationary pressures rather than broad-based inflation [1] Group 1: Inflation Outlook - The company anticipates a round of price increases in the U.S. over the next few months, which will be more structural and one-time in nature compared to the inflation seen in 2021-2022 [1] - Moderate inflation data is viewed positively by the Federal Reserve, but officials are unlikely to make significant decisions based on a single month's data [1] Group 2: Federal Reserve's Decision-Making - Given the current stability in the labor market, the Federal Reserve does not feel the need to rush into interest rate cuts, preferring to analyze several data sets before making decisions [1] - The June FOMC meeting may see a slight upward adjustment in inflation forecasts compared to March, with a more optimistic view on growth due to resilient non-farm employment and easing tariffs [1] Group 3: Market Implications - Powell's potentially hawkish attitude in the upcoming meeting may disappoint investors who are anticipating interest rate cuts [1]