1. Aceleración de los índices de precios en agosto de 2025.
Los indicadores clave de inflación mostraron un incremento significativo durante el tercer trimestre de 2025, superando las expectativas de los analistas y alejándose del objetivo de la Reserva Federal.
- The commerce department reported friday that its personal consumption expenditures pce price index was up 2.7 in august from a year earlier, up from a 2.6 year-over-year increase in july.
- Us inflation picked up in august. Headline cpi rose 0.4 mom, lifting annual inflation to 2.9 yoy. Core prices increased 0.3 mom, leaving the yearly rate steady at 3.1 yoy.
2. El rol de los aranceles en el aumento de los costos.
Diversos informes económicos vinculan el encarecimiento de bienes y servicios con la implementación de aranceles, los cuales han sido trasladados directamente a los consumidores finales.
- Inflation rose in august as companies continued to push the cost of tariffs onto consumers. The newest update to the consumer price index cpi... Showed that prices increased 2.9 over the last year the highest since january.
- August cpi shows prices up 2.7 year-over-year, with core inflation still climbing at 3.1. These arent minor blipstheyre daily burdens created by tariffs.
3. Desafíos para la Reserva Federal y el mercado laboral.
La persistencia de una inflación elevada complica la estrategia de la Reserva Federal para reducir las tasas de interés, en un contexto donde las solicitudes de desempleo han alcanzado niveles preocupantes.
- Us inflation accelerated in august at a speed that is likely to keep the federal reserve cautious about lowering borrowing costs too quickly once it restarts cuts as soon as next week.
- U.s. Jobless claims rose to 263,00 last week, the highest level in nearly four years, signaling potential softening in the labor market.
4. Perspectivas y persistencia de la inflación hacia 2026.
Los datos recopilados a finales de 2025 y principios de 2026 indican que la inflación subyacente se mantiene estancada por encima del 2%, desafiando las proyecciones de una estabilización temprana.
- The feds preferred measure of inflation core pce moved up to 3.0 in december. That was the 58th consecutive reading above the feds 2 target level.
- Bloomberg 2026-02-27 core pce inflation rose 0.4 in january reported today, exceeding the 0.2 consensus and signaling persistent price pressures in services.