泰国商会大学的消费者信心指数从上个月的57.7降至2024年8月的56.5。这是连续第六个月情绪下降，在经济活动疲软、收入降低和家庭债务高企的情况下，这是自2023年7月以来的最低水平。与此同时，随着政府从前总理Srettha Thavisin转变为前领导人他信·西那瓦的女儿Paetongtarn Shinawatra，政策的不确定性加剧。2024年第二季度，泰国国内生产总值同比增长2.3%，高于2.1%的预测，但在成本压力增加的情况下，占该国经济约55%的私人消费明显放缓。与此同时，核心消费者价格指数在7月份上涨0.52%后，8月份同比上涨0.62%，为10个月来最大涨幅。

The University of the Thai Chamber of Commerce’s consumer confidence index was down to 56.5 in August 2024 from 57.7 in the previous month. It was the sixth straight month of falling sentiment, pointing to the lowest reading since July 2023, amid sluggish economic activity, lower incomes, and high household debt. Meanwhile, policy uncertainty heightened following a change in government from former PM Srettha Thavisin to Paetongtarn Shinawatra, daughter of former leader Thaksin Shinawatra. Thailand's GDP grew by 2.3% yoy in Q2 of 2024, above forecasts of 2.1% but private consumption, which contributes around 55% of the nation's economy, notably eased in the face of elevated cost pressure. Meanwhile, core consumer prices rose by 0.62% yoy in August, the most in ten months, after a 0.52% gain in July.

2024年8月，泰国的年通货膨胀率从上个月的0.83%降至0.35%的第四个月低点，低于市场预期的0.4%，仍在央行1%至3%的目标范围之外。非食品类产品价格下跌（-0.68%对7月份的0.5%），原因是运输和通信成本下降（-1.01%对2.01%）和住房成本下降（-0.9%对-0.85%）。另一方面，食品和非酒精饮料的成本增加（7月份为1.83%对1.27%），尤其是水果和蔬菜（6.14%对4.24%）。与此同时，核心通胀率（不包括波动的食品和能源价格）从之前的0.52%上升到8月份的0.62%。在7月份上涨0.19%之后，消费者价格指数每月上涨0.07%。

The annual inflation rate in Thailand eased to a fourth month low of 0.35% in August 2024, from 0.83% in the previous month and below market expectations of 0.4%, remaining outside the central bank’s target range of 1% to 3%. Prices dropped for non-food products (-0.68% vs 0.5% in July), due to lower costs for transportation & communication (-1.01% vs 2.01%) and housing (-0.9% vs -0.85%). On the other hand, costs increased for food & non-alcoholic beverages (1.83% vs 1.27% in July), particularly fruits & vegetables (6.14% vs 4.24%). Meanwhile, the core inflation, which excludes volatile food and energy prices, picked up to 0.62% in August from the prior 0.52%. On a monthly basis, consumer prices rose 0.07%, following a 0.19% advance in July.

2024年8月，泰国的商业信心指数从前一个月的近三年低点46.9升至47.1。大多数组成部分的情绪增强：业绩（7月份为49.9比49.2）、生产（50.2比48.7）、投资（52.7比52.5）、整体订单（46.8比45.7）、出口条件（48.5比48.1）、产出价格（51.2比49.2，流动性（47.9比46.9）。相反，就业评估略有减弱（50比51.3）。与此同时，2024年8月，三个月期预期商业信心指数从之前的50.1降至49.8。

The business confidence indicator in Thailand rose to 47.1 in August 2024 from a near three-year low of 46.9 in the previous month. Sentiment strengthened for most components: performance (49.9 vs 49.2 in July), production (50.2 vs 48.7), investment (52.7 vs 52.5), overall order books (46.8 vs 45.7), export conditions (48.5 vs 48.1), output price (51.2 vs 49.2), and liquidity (47.9 vs 46.9). Conversely, assessments slightly weakened for employment (50 vs 51.3). Meanwhile, the three-month expected business sentiment index fell to 49.8 in August 2024 from the prior 50.1.

标准普尔全球泰国制造业采购经理人指数在2024年8月降至52.0，表明连续第四个时期持续扩张，尽管从7月份的13个月高点52.8有所回落。新订单连续第二个月增加，尽管增长率略低于前两个时期。新业务的持续增长给泰国制造业产能带来了压力，积压订单已连续第四个月上升，增长仍高于疫情前的趋势。因此，企业扩大了采购活动和就业，创造就业的速度达到了有记录以来的第二快，几乎与6月份的峰值持平。在价格方面，成本压力仍然很低，因为投入价格在六个月内第五次下跌。随着产出价格的上涨，盈利能力有所改善，继续保持高于疫情前平均水平的温和通胀趋势。展望未来，泰国制造商8月份的产量乐观情绪是16个月来的第二高。

The S&P Global Thailand Manufacturing PMI fell to 52.0 in August 2024, indicating continued expansion for the fourth consecutive period, though it eased from July’s 13-month high of 52.8. New orders increased for the second straight month, albeit the growth rate was slightly softer than in the previous two periods. The sustained growth in new business pressured Thai manufacturing capacity, with backlogs rising for the fourth month, and growth remained above the pre-pandemic trend. Consequently, firms scaled up their purchasing activity and employment, with the rate of job creation reaching the second-fastest on record, nearly matching June's peak. On prices, cost pressures remained low as input prices fell for the fifth time in six months. Profitability improved as output prices rose, continuing a modest inflation trend above the pre-pandemic average. Looking ahead, Thai manufacturers' output optimism in August was the second-highest in 16 months.