澳大利亚与新西兰周报

关键论点

• 美国PCE通胀、英国生产率及加拿大人口估计的最新修正表明统计测量并不完美，在做出强烈政策表态前需要保持谦逊。
• 9月30日美国核心PCE通胀的下修已提前公布，未影响CPI，不应实质性改变对美通胀压力的看法。
• 澳大利亚劳动力调查回复率较高、工时计量更可靠，代价是等待时间更长，且初步人口数据会被例行修正。
• 10月澳大利亚消费者信心指数下降4.7%，澳洲联储9月加息前后受访者的信心差距达20%。

对应原文证据

1. 2WESTPAC ECONOMICS ECONOMIC INSIGHT •Recent revisions to US PCE inflation, UK productivity and Canadian population estimates are reminders that statistical measurement is imperfect.
2. The CPI measure of inflation was not affected, nor should the revisions materially change your view of US inflationary pressures.
3. A couple of weeks before the US PCE revision, it was revealed that the UK Office for National Statistics was revising down its estimates of average hours worked per worker.