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美国核心PCE通胀预测
美国核心PCE通胀预测
行业数据
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图片大小：186KB
图片尺寸：2244*1047
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所属报告：
“沃什时代”的美联储：旧制度的复兴-260201（26页）.pdf
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美国5月CPI/5月PCE同比+4.2%/+4.04%
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行业数据
2026-07-14
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美国核心PCE尚处于温和上升区间（%）
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行业数据
2026-07-10
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现行核心PCE指标泰勒公式政策利率（%）
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政策法规
2026-05-28
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截尾PCE指标泰勒公式政策利率（%）
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政策法规
2026-05-28
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2025年12月至今，计算机软件与配件对于PCE的贡献明显
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行业数据
2026-05-25
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图表87不同PCE通胀指标指引下的政策利率
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政策法规
2026-05-19
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油价上涨对美国居民实际PCE消费的冲击规律
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行业数据
2026-04-27
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海峡封锁1-3个月对应的美国核心PCE通胀
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行业数据
2026-04-27
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美国1月实际PCE消费环比0.1%
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行业数据
2026-03-16
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美国核心PCE（申万预测，不考虑油影响）
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行业数据
2026-03-09
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油价上涨10%，或推升PCE同比15-20BP
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行业数据
2026-03-09
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美国12月CPI/9月PCE同比+2.7%/+2.79%
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行业数据
2026-03-02
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美国PCE和核心PCE走势（%）
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行业数据
2026-02-06
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美国11月实际PCE消费环比0.3%
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行业数据
2026-01-27
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然而，沃什的个人标签或挑战这一共识，最终能否扭转这一共识，仍取决于美联储与特朗普政府的协同或博弈。
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“沃什时代”的美联储：旧制度的复兴-260201（26页）.pdf
2026年美联储政策行业报告：提名博弈彰显政策转向，沃什重塑美联储
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