
阿根廷7月通胀反弹至2.05%,印尼通胀预测近零
阿根廷IETSE数据显示通胀打破连月降势,印尼多家银行预测7月月度通胀仅0.03%至0.05%,官方数据待发布。
阿根廷私人研究机构IETSE发布报告称,7月通胀率升至2.05%,高于6月的1.9%,中断了此前数月的下行趋势。全年累计通胀达19.3%,同比为33.8%。该机构警告,家庭实际购买力恶化,76.1%的受访家庭认为自身饮食状况较一年前更差,57.1%的家庭无法足额购买基本食品篮。与此同时,印尼方面,曼迪利银行首席经济学家安德烈·阿斯莫罗(Andry Asmoro)预测7月消费者价格指数环比仅上涨0.03%,较6月的0.44%明显放缓,同比约为3.06%。他解释,波动性食品价格因辣椒和红葱进入收获高峰期而出现1.12%的环比通缩,抵消了核心通胀因新学期学费上升带来的0.29%月涨幅。
另一家银行Permata的经济学家法伊萨尔·拉赫曼(Faisal Rachman)给出了略微不同的估计,预测7月环比通胀为0.05%、同比为3.08%,同样低于6月的3.34%。他指出,政府管制价格中的非补贴燃油价格回落以及假期机票上涨相互抵消;核心通胀则因黄金价格下跌而受到一定抑制。两家银行均强调,官方完整数据将由印尼中央统计局(BPS)于8月3日公布,届时还将同时发布贸易、批发价格指数及旅游等多项指标。
在阿根廷,IETSE数据还显示食品类中面条和乳制品价格月涨6%,食用油涨5%,面粉、糖和马黛茶涨4%。基本生活成本上升导致更多家庭依赖赊账(39.3%)或信用卡(37.9%)购买食品。附近商圈的食品销售额同比下滑8.3%,12.5%的店主认为若销售持续低迷,其店铺将在半年内难以为继。阿根廷官方通胀数据(INDEC)预计于8月13日发布,届时将验证私人机构的这一读数。
| 欧洲大陆媒体 | −0.30 | critical |
|---|---|---|
| 拉丁美洲媒体 | −0.70 | critical |
| 东南亚媒体 | +0.20 | neutral |
The Italian summer hits holidaymakers' wallets: we are the ones paying for expensive beach umbrellas and transport.
The mechanism of 'statistical personalization': the national average figure is immediately translated into concrete inconveniences for the reader, making inflation an everyday experience.
No mention is made that the slowdown is more pronounced in other sectors, nor any comparison with other European countries.
We Argentines see our inflation no longer falling: consultancies say the pause is real and the most affected sectors are housing and food.
The 'authoritative alarm': citing private consultancies and institutes like IETSE lends credibility to the idea of a stall, turning a forecast into a fact.
The Indonesian data or any international comparison is omitted, isolating the Argentine case as the only problem.
The Indonesian economy shows controlled disinflation: our experts predict a stable trend for the whole year.
The 'reassuring technicism': precise projections and technical factors (volatile food, administered prices) are emphasized to present disinflation as an orderly and predictable process.
No mention is made of the Argentine situation or any comparison with similar countries, and the impact on consumers is avoided.