法巴银行前瞻美国CPI：关税冲击波或在6-7月集中显现

Core Viewpoint - The article discusses the anticipated impact of tariffs on U.S. inflation, particularly highlighting that significant price pressures are expected to manifest in June and July due to tariff-related price increases [1] Group 1: Inflation Expectations - The U.S. core inflation in May is projected to show the largest month-on-month increase since the second quarter of 2023 [1] - Price increases related to tariffs typically appear two to three months after their implementation, indicating a delayed effect on inflation [1] Group 2: Uncertainty Factors - The uncertainty surrounding the timing, form, and duration of tariff policies under the Trump administration may lead companies to adopt a cautious pricing strategy [1] - This strategic wait-and-see approach by businesses could delay the inflationary effects of tariffs, potentially resulting in a more chaotic and prolonged response [1]