食品、燃料等商品通胀再起，英国6月CPI意外飙升

Group 1 - The UK's June CPI unexpectedly rose to its highest level in over a year, increasing from 3.4% in May to 3.6%, surpassing economists' expectations of 3.4% [1] - Core CPI also increased from 3.5% in May to 3.7% in June, indicating persistent inflationary pressures [1] - Food prices rose by 4.4%, marking the highest increase since February 2024, driven by wage tax and minimum wage hikes [1][2] Group 2 - The rise in inflation may complicate the Bank of England's decision-making regarding interest rate cuts in August, as traders have reduced their bets on rate cuts [1][5] - The retail sector is significantly impacted by the government's budget changes, leading to increased prices and hiring constraints [2] - Fuel prices have also contributed to inflation, with only a slight decrease compared to last year, influenced by geopolitical tensions affecting oil prices [2][3] Group 3 - Service sector inflation remains at 4.7%, above expectations, indicating domestic inflationary pressures [3] - The Bank of England has already cut rates four times since August last year, but the unexpected rise in inflation may lead to a more nuanced decision in August [4][5] - Economists predict that the Bank of England may still proceed with a rate cut, despite the inflation data, as the economy has contracted for two consecutive months [5]