特朗普关税开始让美国消费者钱包缩水

Core Insights - The U.S. Consumer Price Index (CPI) for June showed a year-on-year increase of 2.7%, the largest since February, indicating pressure on American consumers due to tariffs implemented by the Trump administration [1][3] - The core inflation rate, excluding volatile food and energy prices, rose by 2.9% year-on-year, surpassing market expectations [1][3] - The data suggests that the burden of tariffs on imported goods is increasingly being borne by U.S. businesses and consumers, contradicting Trump's claims that his trade policies would not financially impact the public [3][5] Inflation Impact - Significant price increases were noted in household appliances (1.9% month-on-month), furniture (1% month-on-month), and clothing (0.4% month-on-month), reflecting the impact of tariffs on consumer goods [3][5] - Economists warn that the rising inflation rate could signal further price increases if new tariffs are implemented starting August 1, potentially raising the average tariff rate to 21% [5] Federal Reserve Response - The evidence of tariffs affecting prices has led to speculation that the Federal Reserve may not lower interest rates as Trump has repeatedly requested, despite pressure from the White House [7] - Some conservative economists believe the Fed is likely to maintain its current stance, focusing on inflation levels to prevent them from rising to 3% or 4%, which could indicate policy failures [7]