June inflation hits 17-month high as CPI rises 2.6% from 2026
June inflation hits 17-month high as CPI rises 2.6% from 2026
2026-07-09
June’s inflation has hit a 17-month high. Prices rose 2.6% from a year ago, staying above the government’s warning threshold for a second straight month. At the same time, the New Taiwan dollar has weakened past 32 against the US dollar, while Taiwan’s AI-fueled stock rally is raising concerns of a market bubble. But Central Bank Governor Yang Chin-long says inflation expectations remain stable, that Taiwan’s economy is strong, and the AI boom has not yet reached bubble territory.
June’s CPI saw an increase of 2.6% from the year before, marking the second month in a row above the government’s warning threshold of 2%, and a 17-month high.
Yang Chin-long
Central Bank Governor
As of June this year, nearly 20 major institutions forecast an average inflation rate of 1.9% for the year, with the figure expected to drop to 1.7% next year. Overall, inflation is expected to remain stable.
A stronger US dollar, and net selling by foreign investors in the Taiwan stock market has depreciated the New Taiwan dollar, which dropped past NT$32 to the greenback. The Central Bank says it will continue with its “willow theory” approach, and allow the currency to sway.
Yang Chin-long
Central Bank Governor
Though the US dollar is indeed strong, and interest rates are on the higher end, Taiwan’s economy is performing well. Exports are strong, growth is robust and inflation is under control. So these solid fundamentals are helping offset the impact of a strong US dollar.
The stock market has been bustling with activity, and investors have been taking out loans to cash in on the AI surge. But concerns are rising about a bubble.
Yang Chin-long
Central Bank Governor
The government’s tax revenue is strong, and the stock market has been very active. Though we are keeping an eye on the issue, I think the AI wave is fueled by genuine momentum. We need to watch closely whether excessive leverage is building up through credit expansion. That’s what we should be concerned about.
While acknowledging concerns over an overheated stock market and increasing investment leverage, Yang cautioned investors about potential risks. However, he said he does not believe the AI boom has entered bubble territory.
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CPI破2.6%連兩月衝警戒線! 楊金龍:通膨壓力望趨緩
2026-07-09
通膨壓力持續升溫，主計總處公布，6月消費者物價指數，年增2.6%，連續兩個月，突破2%的通膨警戒線，也創下17個月來新高。央行總裁楊金龍今天(9)到立法院備詢時回應，國內通膨壓力可望逐步趨緩，央行將持續穩定物價，同時面對新台幣匯率，也說匯率需要適度波動。
根據主計總處公布，6月份消費者物價指數，年增2.6%，連兩個月，衝破通膨警戒線，創下17個月新高，如何穩定物價，楊金龍這樣說。
[[央行總裁 楊金龍]]
“本年6月，近20家主要機構對本年台灣通膨率之預測，平均值為1.9%，明年降為1.7%，顯示國內通膨預期尚屬穩定。”
近期美元走強，加上外資持續賣超台股，新台幣面臨貶值壓力，最新更貶破32元，針對央行匯率政策，楊金龍強調，仍依循"柳樹理論"。
[[央行總裁 楊金龍]]
“因為美元雖然是強勢，沒有錯啦，就是說它的利率也比較高啦，不過呢我總覺得我們台灣的經濟也很好啦。我們的出口，經濟成長率那麼高，出口也非常好，我們的物價也控制得好，所以基本上，這些基本條件可以作為抵擋美元，就是說它強勢的一個情況。”
台股持續熱絡，出現"四貸同堂"借貸熱潮，市場擔心針對AI估值過熱，是否引發"泡沫現象"。
[[央行總裁 楊金龍]]
“我們的稅收非常好，股市啊，哇非常熱絡。我們也是會擔心啦，只是說我覺得啊，這一次的AI(有潛在泡沫)，是一個有那個它的動力，信用是不是槓桿，信用是怎麼樣，是不是過度、過度擴張，這個就是我們必要擔心的。”
針對股市過熱現象 以及投資槓桿操作不斷加大，楊金龍也提醒風險，但AI浪潮是否進入尾聲？楊金龍認為還沒有泡沫化現象。
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