纽约联储调查一年通胀预期升至2023年5月以来最高
Inflation fears on the rise as one-year outlook in Fed survey hits highest level since May 2023
The New York Fed's Consumer Expectations Survey showed that the median inflation expectation for the next 12 months rose to 3.9% in September, an increase of 0.3 percentage points from August, the highest since May 2023. Household spending growth expectations also rose to 5.5%, with the three-year outlook rising slightly to 3.3% and the five-year outlook remaining unchanged at 3%.
The New York Fed survey showed that one-year inflation expectations have increased significantly, and household spending expectations have risen simultaneously, which may strengthen the market's expectations for the Fed to continue its restrictive policies, put pressure on gold in terms of holding costs, and support the strength of the US dollar. Traders need to pay attention to whether this expectation is further reflected in interest rate market pricing, and pay attention to subsequent inflation data and verification of the stance of Federal Reserve officials.
纽约联储调查显示一年通胀预期升至2023年5月以来最高，家庭支出预期同步上行，为评估美联储政策路径提供直接数据。
来源：CNBC Economy · cnbc.com