【真灼财经】美国核心通胀温和；特朗普称找到TikTok买家

Economic Indicators - In May, US consumer spending experienced the largest decline since the beginning of the year, while the core PCE price index, a key inflation measure monitored by the Federal Reserve, saw a slight month-on-month increase of 0.2% [2][5] - The University of Michigan's June survey indicated a significant drop in inflation expectations, with the consumer confidence index rising to its highest level in four months [2][5] Stock Market Performance - US stock markets continued their upward trend, with the S&P 500 and Nasdaq reaching record closing highs, supported by economic data that reinforced expectations for interest rate cuts [3] - The Nasdaq index closed at 20,273.46, up 0.52% for the day and 4.99% year-to-date, while the S&P 500 index closed at 6,173.07, also up 0.52% for the day and 4.96% year-to-date [4] Interest Rates and Treasury Yields - US Treasury yields saw a slight increase, with the 2-year Treasury yield at 3.7480, up 0.77% for the day and down 11.88% year-to-date [4] Trade Relations - President Trump announced the termination of all trade negotiations with Canada due to the implementation of a digital services tax, indicating potential new tariffs against Canada [7] - The Senate Republicans unveiled a new tax reform proposal estimated to increase the US fiscal deficit by nearly $3.3 trillion over the next decade [7] Oil and Commodity Markets - Oil prices experienced a slight recovery after reports suggested OPEC+ plans to increase production in August, which had previously led to a decline in prices [3][19] - Gold prices fell, reaching a near one-month low, as trade agreements between the US and China reduced safe-haven demand [3][19]