Barclays_Global_Macro_Thoughts_All_eyes_on_US_inflation
2024-05宏观经济13免费
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- 📄 文件全名
- 《Barclays_Global_Macro_Thoughts_All_eyes_on_US_inflation.pdf》
- 🎯 适合读者
- 投资人行业研究员
- 📊 核心数据
- • We expect US headline and core CPI to rise 0.39% and 0.34% (m/m SA) in April 1
- o This should take annual headline and core CPI to 3.4% y/y and 3.7% y/y, both slightly below March
- o We expect this inflation data to translate into 0.28% m/m for core PCE (from 0.32% in March)
- • If our April forecast is right, core PCE inflation is running at 4.1% annualized so far this year 1
- o Even with a slowdown in m/m inflation, our Q4/Q4 core PCE forecast is 2.9%, same as end 2023
- 🏷️ 核心议题
- #GDP#CPI