《大行報告》高盛指美國核心通脹或已於3月見頂 房屋通脹放緩
高盛發表報告指,美國3月核心消費者物價指數按年升6.47%,低於該行預期6.59%,認戈癬美核心通脹可能於上月見頂,又指上月核心通脹僅按月僅升0.32%,低於市場預期的0.5%,指爲去年8月以來首度低於市場預期。
該行指,美核心通脹低於預期大部分可由二手車價格跌幅超預期反映,該行預期跌幅爲1.5%,但相關實際公佈則爲跌3.8%。
該行亦表示,留意到住屋成本減速。租金按月增速較2月放緩14個點子至0.43%,業主相應租金指標按月增長較2月放緩2個點子至0.45%。但核心服務物價按月增幅較2月加快7點子至0.6%,亦遠高於首三月平均的按月增長0.44%,部分地反應能源敏感機票價格急升,以及核心服務通脹按月增長較2月加快2個點子至0.48%。
另外,外出用膳物價增長較2月放緩,但服飾物價連升6個月,新車價格增長速度按月維持。總計消費者物價指數按月升1.2%,符合市場預期,反映能源價格及居家食物物價急漲。
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