春风十里不如你

重磅！今晚美国公布8月通胀报告，预计8.5%降至8%，延续降温趋势_预期_物价_我的网站

女生名叫黄蒲军校

一 | WASHINGTON -- Saddled with a dysfunctional Congress, President Joe Biden has the task of assuring European Union leaders on Friday that the United States can nonetheless deliver on promises to send tens of billions of dollars' worth of aid to wartime Ukraine and Israel.The Oval Office sit-down comes at a moment when domestic U.S. political chaos could further destabilize an increasingly chaotic world. Many of Biden's shared priorities with the EU depend on getting a budget through Congress — a tough task given that the House lacks an elected speaker and differences with some Republican lawmakers over aid for Ukraine could force a federal government shutdown in November.Along with addressing Ukraine's efforts to repel Russia and the fallout from Hamas' attack on Israel, the U.S. and EU leaders are also figuring out how to manage climate change, economic competition with China and trade and tax issues. One day ahead of his meeting with Biden, European Council President Charles Michel expressed optimism that Biden can deliver on his promises to help arm and financially support Ukraine.“I’m really confident and also I’m grateful for Joe Biden’s personal leadership,” Michel said. “He will do everything to ensure this support will be confirmed.”The U.S. president has cultivated a personal relationship with Michel and European Commission President Ursula von der Leyen, who calls Biden “dear Joe.” Both the EU and U.S. pride themselves for being devoted to democratic principles, a source of unity as they navigate Russia's war in Ukraine and the war between Israel and Hamas. They have framed their support for Israel as a reflection of shared democratic values and stressed the importance of following international law in military operations.But the reality of democracies is that foreign policy agreements can change with elections and competing interests at home can overshadow diplomacy. The two partners still have differences to reconcile on trade, economic matters and the incentives for shifting to renewable energy sources. The U.S. and EU still need to finalize an agreement on environmentally sustainable steel and aluminum production in order to avoid the tariffs imposed during Donald Trump's presidency.Biden's own incentives on moving away from fossil fuels have left Europe “a little bit uncomfortable,” said Federico Steinberg, a visiting fellow at the Center for Strategic and International Studies, a Washington-based think tank.While the EU welcomes U.S. efforts to “accelerate the green transition,” Steinberg said, some elements of Biden's programs are protectionist in nature, discriminate against trade partners and undermine the World Trade Organization system that the EU would like to revive.But for now, the U.S. and E.U. are focused on the big challenges of war and solidarity in their words and policy choices. Von der Leyen said Thursday that the “core” of the Oval Office conversation will be about Ukraine and Israel.“The winds are not just blowing today — today they are gale force,” she said in remarks at the conservative Hudson Institute. “Our democracies are under sustained and systemic attack by those who abhor freedom.”In addition to sanctioning Russia, EU countries have provided close to $90 billion in assistance to Ukraine, including $27 billion in military aid, von der Leyen said. But there are open questions as to whether the U.S. commitment could waver after having provided four rounds of aid to Ukraine that total $113 billion, a sum that includes replacing U.S. military equipment sent to Kyiv.“Now is the time to double down,” von der Leyen said Thursday.In a separate interview with The Associated Press, Michel said the U.S. and E.U. would still need to make progress on addressing the steel tariffs and defending the interests of European businesses. But Michel said both parties are aligned on Ukraine, and Europe is “doing what’s needed and we are preparing the next decisions to mobilize more and more funding, more military equipment for Ukraine and for the Ukrainians.”Biden is expected to ask for $105 billion in additional funding Friday, including $60 billion for Ukraine, much of which would replenish U.S. weapons stockpiles provided earlier. There’s also $14 billion for Israel, $10 billion for unspecified humanitarian efforts, $14 billion for managing the U.S.-Mexico border and fighting fentanyl trafficking and $7 billion for the Indo-Pacific region, which includes Taiwan. The proposal was described by three people familiar with the details who insisted on anonymity before the official announcement.But some House Republicans have questioned the value of aid to Ukraine at the levels sought by Biden. The GOP ousted Rep. Kevin McCarthy, R-Calif., after a deal to temporarily keep the government open through November 17. Republican lawmakers have failed to find a successor, leading to concerns that Biden's commitments with the EU could be in jeopardy.The U.S. president offered his challenge to Congress in a Thursday evening speech by outlining the core idea behind his spending proposal:"American values are what make us a partner that nations want to work with. We put all that at risk if we walk away from Ukraine, if we turn our backs on Israel."__AP writer Raf Casert contributed to this report from Brussels.。

原标题：重磅！今晚美国公布8月通胀报告，预计8.5%降至8%，延续降温趋势作为本周首个重磅数据，今晚美国公布8月通胀报告，预计会延续降温的趋势，从8.5%降至8.1%，核心CPI年率预计维持在5.9%；可能会再次显示较低的环比增长，甚至可能录得负增长（市场预期为-0.1%）。能源价格下跌令美国7月通胀率从四十年高位降至通胀开始飙升以来的最低水平，7月环比增速在连续25个月增长后持平，因为能源价格继续缓和，根据EIA的数据，8月份汽油价格大幅下跌。

二 | 与此同时，机票价格走低，二手车和酒店价格回落，房租上涨也有所放缓。但除此之外，美联储将密切关注食品价格的波动，以寻找潜在通胀正在缓解的迹象，数据显示，一系列商品和服务价格仍远高于一年前的水平，如果这些关键领域物价压力不减，美联储不会轻易放缓加息。但关注随着供应状况的改善传导至消费者，未来几个月食品价格可能会回落。美联储主席鲍威尔明确表示，在放缓或暂停加息之前，希望看到明确且有说服力的证据表明物价压力正在减弱。在上周的讲话中，这一点得到强调，表示“坚定地致力于”抗击通胀。

三 | 不过即便连续放缓，当前说通胀已经过了峰值还为时尚早，特别是考虑冬季能源价格会因为需求再次被推升，作为影响通胀的关键组成部分，很容易将物价再次推向新高。而在通胀公布前，隔夜美股市场因最新通胀预期连续放缓而获得提振，纽约联储的月度消费者预期调查显示，8月消费者认为未来12个月的通胀率料为5.75%，为2021年10月以来最低。消费者还预计未来三年的平均物价增幅为2.8%，为2020年底以来最低。美联储官员曾表示，控制通胀预期是确保通胀率在某个时候回落至2%目标的重要组成部分。旧金山联邦储备银行上周发布的一份研究报告称，美国家庭对未来通胀路径的预期越来越多地影响工资要求。美联储本月大概率加息75个基点，如果通胀连续放缓，但是放缓势头温和，将不足以改变美联储继续大幅加息的预期，所以今晚市场的波动视乎通胀最终结果和市场预期的出入，尤其是核心通胀的变化。如果通胀连续放缓，美债收益率预计跟随向下，美股向上寻求动力，继续刷新本月的高位。而美元昨晚已经先作调整，如果通胀降温超预期，美元可能进一步下探108，届时金价会获得更大动力延续反弹以1740美元上方为目标。返回搜狐，查看更多责任编辑：

。