The recently released May CPI and core CPI year-on-year and month-on-month rates were basically lower across the board compared to expectations, and the 's prediction was accurate again. The basic logic is: compared to the tariffs affecting CPI in April, the commodity inflation brought by tariffs was offset by the decline in energy prices and the weakness in the service sector.
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qinbafrank
@qinbafrank
06-11
关于今晚公布的5月份cpi：10%基础对等关税落地后的第二个月能看出来对于通胀的真实影响。4月份通胀数据跟当时克利夫兰联储的通胀预测数字非常接近，看克利夫兰联储最新的预测数据cpi及核心cpi的年率和月率都是要低于市场一致性预期的。看彭博@AnnaEconomist x.com/qinbafrank/sta…
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