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CNBC Economy·· 7 天前精选AI 评分75

纽约联储称关税使67类日常商品价格高出2.9个百分点

Inflation on many everyday items was entirely due to tariffs, NY Fed says

AI 导读

The New York Fed reported that as of February, tariffs had made 67 categories of everyday goods more expensive by 2.9 percentage points, and without tariffs these goods would have fallen by nearly 1%. The study also found that for every 1 percentage point increase in average tariffs, the price of consumer goods will be approximately 0.25 percentage points higher one year later, and approximately 26% of the tariff increases will ultimately be translated into price increases.

Editorial Comment

Quantitative data from the New York Fed provide a clear reference for the transmission of tariffs to consumer goods prices, suggesting that the impact of trade policy on inflation stickiness is emerging. Traders need to pay attention to the constraints this mechanism imposes on the path of monetary policy, as well as changes in the pricing environment for gold and the U.S. dollar amid the intertwining of inflation expectations and policy uncertainty.

推荐理由

纽约联储用细分数据量化了关税向消费者价格的传导幅度,为评估后续替代措施影响提供可对照基准。

来源:CNBC Economy · cnbc.com