金色财经|Aug 27, 2026 07:12
[Institution: AI Spending, Tariffs, and Energy Drive U.S. Inflation Trends]
According to a report by Jinse Finance, on August 27, Kevin Gordon, Head of Macro Research at the Charles Schwab Financial Research Center, stated that the current factors driving inflation can primarily be attributed to artificial intelligence spending, tariffs, and energy. Following the release of U.S. PCE data on Wednesday, Gordon remarked: 'The goods sector is where the latter two factors are most evident, showcasing how much these dynamics have shifted over the past few years.' He noted that in the post-tariff environment, goods deflation has become rare, particularly in the durable goods sector. Historically, durable goods prices have mostly been in a deflationary range. 'As for the services sector, inflation during any economic expansion period is quite normal; at present, this is considered "benign" inflation because the sector has demonstrated resilience and has largely contributed to driving GDP growth.'
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