摩根大通警告石油衝擊可能導致通脹持續高企至 2027 年

摩根大通警告稱，全球石油供應中斷在四月份達到了 1370 萬桶/日，這可能會使通脹持續高企至 2027 年。美國汽油價格已飆升至每加侖 4.52 美元，顯示出需求的下降。該銀行預測，消費者價格指數（CPI）將在 2027 年初之前保持在 3% 以上，如果油價持續高位，最壞情況下將超過 5%

Record supply gap: Global oil disruptions hit 13.7 million barrels per day in April, forcing heavy inventory drawdowns and leaving a 2 million bpd shortfall. Consumer squeeze: U.S. gas prices have climbed to $4.52 a gallon on average, with reduced driving and higher airfares already signaling demand destruction. Inflation outlook: JPMorgan sees CPI staying above 3% into early 2027, with worst-case scenarios topping 5% if oil prices remain elevated.