美国消费者信心降至七个月低点，高企油价与通胀引发担忧

世界大型企业联合会（Conference Board）8月26日在华盛顿发布数据显示，美国8月消费者信心指数降至89.4，创下七个月以来的最低水平，低于7月的90.2 1。该项调查的数据收集时间为8月3日至8月16日 1。尽管现况指数有所改善，但消费者的短期前景预期出现恶化 1。

消费者信心下滑主要受伊朗冲突推高汽油价格至每加仑4美元以上的影响 1。自2月28日伊朗冲突爆发以来，通胀指标显著上升，当时美联储偏好的PCE指标为2.8%，5月和6月分别达到4.1%和3.7% 1。作为对比，特朗普在2025年1月就职时的PCE指标为2.5% 1。民众对持续高通胀的沮丧情绪，可能对特朗普及共和党在距离不到70天的中期选举中构成风险 1。

The Conference Board released its consumer confidence index on August 26, 2025, in Washington, revealing that the index dropped to 89.4 in August from 90.2 in July, reaching its lowest level in seven months 1. The survey data was collected between August 3 and August 16 1. While the present situation index saw some improvement, short-term expectations worsened as the public grew frustrated with persistent high inflation 1.

This decline in confidence is primarily attributed to gasoline prices staying above $4 per gallon, a situation driven by the Iran conflict that started on February 28 1. The Federal Reserve's preferred inflation gauge, the PCE index, was at 3.7% in June and 4.1% in May, up from 2.8% when the Iran conflict began 1. Additionally, the PCE was recorded at 2.5% when Donald Trump took office in January 2025 1. The ongoing economic dissatisfaction may pose a political risk for Trump and the Republican Party as the midterm elections approach in less than 70 days 1.