每日新闻更新-美国和英国通货膨胀 The Daily Update – US inflation and UK inflation baskets

今天美国公布消费品物价通胀数据,不出所料,核心CPI同比上涨1.8%。市场反应相对平静,10年期美国债券收益率首次下跌3个基点,但之后又反弹至2.86%。几乎在同一时间,特朗普总统发推称,中央情报局局长麦克·蓬佩奥(Mike Pompeo)将成为新任国务卿,最终替换下了不协调的雷克斯·蒂勒森(Rex Tillerson)。白宫确认提名吉娜·哈斯佩尔(Gina Haspel)接任蓬佩奥做新任中央情报局局长。有预测认为加里·科恩(Gary Cohn)也将很快被替换。早些时候,特朗普称美国全国广播公司财经频道的拉里·库德洛(Larry Kudlow)很有可能成为白宫国家经济委员会的新任主任。

英国国防大臣菲利普·哈蒙德(Philip Hammond)发表了首份春季声明,去年他没有进行以往英国预算传统。正如所料,声明没有重大该表,主要围绕英国预算责任办公室的预测——“工资上涨、通胀下跌、赤字减少、债务收缩”。美国和英国的新闻及数据所产生的联合效果让美元走低,英镑走高,英镑对美颜达到三月以来的最高值1.396(截至发稿)。另外,经济合作与发展组织今天宣布,鉴于今年全球经济发展预期为3.9%,比11月的预测高出0.2%,提高了对英国以及很多其他国家的发展预期。然而,对此也无需太兴奋,因为英国2018经济增长率预期仅为1.3%,2019年为1.1%,这在所有发达和发展中经济体之间是最低的预测。

英国国际按统计局(ONS)对通胀篮子价格调整的最新报告很引人注意。ONS详细报告了对物价通胀篮子的调整,增加了女性运动紧身裤、儿童游戏和运动摄像机,同时移除了猪肉派和红波芝士。然而,为了避免产生误解认为国民生活更健康了,又添加了预制土豆泥和乳蛋饼,同时声明一些改变主要为了衡量的准确性,并非为了说明市场趋势。该篮子共有714种代表性消费品,总共添加了15种产品,移除了14种,修改了7种,另外也对方法进行了多处更改。

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