TechFlow, May 14 — According to Jinshi Data, the U.S. CPI unexpectedly dropped to 2.3% in April, but top Wall Street analysts warn this is merely a "false signal." Institutions including Morgan Stanley and BlackRock expect tariff impacts to emerge starting May-June, triggering a new wave of inflationary pressure. A surge in corporate stockpiling during Q1 (imports spiked nearly 30%) temporarily masked underlying pressures. Goldman Sachs forecasts core PCE will rise from 2.6% in March to 3.6% by year-end, while Bank of America has already observed accelerating price increases in imported goods such as household products and pharmaceuticals. Experts suggest the average U.S. tariff rate could reach 17%, the highest level in over 80 years.
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