高盛：美国_CPI低于预期；预计 5 月PEC上涨 0.18%

11 June 2025 | 11:33AM EDT USA: CPI Below Expectations; Estimating +0.18% for May Core PCE BOTTOM LINE: May core CPI rose 0.13% month-over-month, below expectations, and the year-over-year rate edged up to 2.79%. Airfares declined by 2.7%, possibly reflecting a continued drag from softer demand for business, tourism, and government travel, as well as a seasonal headwind, and used car prices declined 0.5%. We estimate that tariff increases have boosted CPI components that are highly exposed to these tariffs ...