美國CPI創下新高，美聯儲可安心加息
在美國公佈的7月通脹數據中，核心通脹年率創新10年新高，並且通脹率趨勢繼續走強，美國通脹壓力穩步上升，預期估計美聯儲將按部就班逐步加息。
美國7月核心CPI錄得2008年9月以來最大漲幅，且基本趨勢繼續走強，顯示通脹壓力穩步上升，料令美聯儲按部就班地逐步加息。
在低失業率和雇主填補職位空缺的難度加大的背景下，通脹壓力預計將繼續加大。隨著製造商支付更高的價格，原材料成本的上升預計也將推高通脹，部分原因是特朗普政府對木材、鋁和鋼鐵進口徵收關稅。
稍早前公佈的美國7月潛在生產者物價指數(PPI)穩健增長。就業市場強勁和通脹上升，可能使美聯儲處於9月實行今年第三次升息的軌道上，並料在年底之前再升息兩次。
保護主義政策已令美國陷入與中國、墨西哥、加拿大和歐盟等主要貿易夥伴間你來我往的關稅交鋒中。外界密切關注物價數據，尋找特朗普政府貿易保護主義政策可能導致的企業原材料成本上升。
分析師表示：“貿易戰緊張情勢的陰雲近在眼前，今年稍晚可能會靠得更近。”
美國向進口鋼鋁加征關稅，招致貿易夥伴的報復行動。美國還向中國商品加征關稅，中國方面則以同等規模的行動加以回擊。製造業者越來越多地抱怨鋼鋁價格上漲推升生產成本，同時也擾亂了供應鏈。
分析師表示：“目前來看，製造商吸收了部分上升成本，但在更多關稅即將實施，以及產能利用率較高的情況下，我們認為最終需求通脹開始更明顯地上升是遲早的事。”
本文來源： 大田環球貴金屬
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