CPI高PPI低的原因在此:

来源: 酒绿春浓 2024-04-11 07:41:09 [] [博客] [旧帖] [给我悄悄话] 本文已被阅读: 次 (422 bytes)

Goldman's Jan Hatzius on Rate Cuts: "...The jump in car insurance CPI will not flow into the PCE measure.  However, the strength in car repair and apparel prices will boost PCE prices... We are pushing back our forecast of the first rate cut from June to July.  We continue to expect cuts at a quarterly pace after that, which now implies two cuts in 2024 in July and November.

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