美国通胀意外低于预期

Group 1 - The U.S. inflation rate unexpectedly remained below market expectations in May, with the CPI rising 2.4% year-on-year, matching forecasts, and a month-on-month increase of 0.1%, below the expected 0.2% [3] - Core CPI for May increased by 2.8% year-on-year, slightly below the forecast of 2.9%, and a month-on-month rise of 0.1%, compared to the expected 0.3% [3] - Economists and Federal Reserve officials are divided on when the impact of tariffs on inflation will fully materialize, with Goldman Sachs predicting a temporary rise in prices due to tariffs [3][4] Group 2 - The Federal Reserve is engaged in internal debates regarding the inflation outlook, with some officials arguing that the impact of tariffs on prices may be more persistent [4] - Market expectations for interest rate cuts have increased, with traders anticipating two rate cuts this year, particularly in September [5] - The uncertainty surrounding the timing and impact of tariff-related price changes adds pressure to the economic outlook, with expectations of more significant price increases in June and July [6]