美联储传声筒：“优等”通胀报告暗藏两大隐忧 去年低基数效应需警惕

Core Insights - The inflation report released today is described as "excellent" but highlights two potential issues that need attention [1] Group 1: Inflation Concerns - Analysts expect an acceleration in commodity price increases in May, particularly in June, due to the implementation of "Liberation Day" tariffs [1] - The year-on-year basis for inflation has become less favorable as inflation has already cooled down by mid-2024 [1] - The April core PCE price index recorded a year-on-year rate of 2.5%, marking the lowest level since March 2021 [1]