宏观经济美国经济 - 通胀可能小幅反弹美国6月通胀回升,食品价格仍然高企,能源价格大幅反弹,核心通胀小幅回升但低于市场预期。核心商品环比反弹,显示关税影响,其中进口依赖度较高的家具、休闲商品和服装等价格显著上涨,但被新车与二手车价格下跌部分抵消,因为消费需求走弱,供给竞争更加激烈。核心服务价格小幅反弹,移民劳工占比较高的医疗、休闲和杂项服务通胀明显回升,显示特朗普移民政策影响。数据公布后,市场对...
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