Core PCE inflation
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美国经济：核心PCE降温，推迟美联储加息预期；二季度GDP上修至2.2%，贸易逆差超预期扩大_ Pushing Back Fed Rate Hike on Lower Core PCE Inflation; Q2 GDP Revised Up to +2.2%; Trade Deficit Widens More Than Expected;
2026-10-21 18:37
BOTTOM LINE: The core PCE price index rose 0.25% in August, somewhat below expectations, and the year-over-year rate now stands at 3.01%, well below expectations. The downward revision to year-over-year core PCE growth resulting from the methodological changes was larger than we expected and mostly reflected a larger revision to the portfolio management component. Based on today's inflation report, we now expect 3.0% growth for core PCE on a Q4/Q4 basis, well below the median FOMC participant's forecast of ...
美国通胀跟踪：PCE数据修订了什么？对后续走势意味着什么？-US Inflation Monitor-PCE Revisions What changed and what it means ahead
2026-10-21 18:37
October 2, 2026 02:06 PM GMT US Inflation Monitor | North America PCE Revisions: What changed and what it means ahead Downward revisions to PCE inflation were larger than expected and mainly driven by portfolio management and advice. We dig into the methodological changes behind the revisions and assess what they mean for inflation forecasting going forward. Key Takeaways Exhibit 1: Core PCE revisions (m/m, %) Rest Core PCE revisions (m/m) Software contribution Portfolio mgmt contribution Legal services con ...
美国通胀：PCE数据修订带来了哪些启示？US_Economics_Inflation_Weekly__What_we_learned_from_PCE_revisions
2026-10-21 18:37
Vi e w p o i n t | 05 Oct 2026 11:12:40 ET │ 18 pages US Economics Inflation Weekly – What we learned from PCE revisions CITI'S TAKE Downward revisions to core PCE inflation were even larger than we were expecting, with year-on-year core PCE around 35-40bp lower as new methodologies for key components were incorporated. While not too far off from our ~30bp downward estimate, details were a bit different than we expected. Computer software and accessories prices are still heavily dependent on the same CPI co ...
美国经济：AI需求对通胀的影响-US Economics Analyst_ The Impact of AI Demand on Inflation
2026-10-21 18:36
13 October 2026 | 5:02PM CDT Economics Research US ECONOMICS ANALYST The Impact of AI Demand on Inflation Jessica Rindels +1(972)368-1516 | jessica.rindels@gs.com Goldman Sachs & Co. LLC David Mericle +1(212)357-2619 | david.mericle@gs.com Goldman Sachs & Co. LLC Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. c45a43530f604d12bcb9a ...