Tonight's CPI data is slightly better than expected, with the annual rate of the broad CPI actually decreasing a bit. I think there is some distortion here, as the monthly rate of CPI has risen significantly due to tariff issues, and the core CPI data is similar; there isn't much to say about it.

I have emphasized multiple times that the current inflation data does not include the full tariffs, only a small portion of the Chinese tariffs is included. The tariff data released in June is the same; for the Federal Reserve, these are not key factors. The key issue is the inflation data after the implementation of tariffs.

Additionally, income data needs to be closely monitored. Income has clearly decreased, dropping from 0.6% last month to -0.1% this month. This is not a good signal, indicating that the pressure of living expenses is starting to increase, while consumption is still rising.

This tweet is sponsored by @ApeXProtocolCN | Dex With ApeX

免责声明：本文章仅代表作者个人观点，不代表本平台的立场和观点。本文章仅供信息分享，不构成对任何人的任何投资建议。用户与作者之间的任何争议，与本平台无关。如网页中刊载的文章或图片涉及侵权，请提供相关的权利证明和身份证明发送邮件到support@aicoin.com，本平台相关工作人员将会进行核查。