日本央行审议委员小枝淳子：近期消费者通胀的上升主要由成本推动因素引起，例如稻米和食品价格的 上涨。 ...

Economic Growth - The Russian economy experienced a year-on-year growth of 1.4% in the first quarter [1] Freight and Inflation - Freight transport saw a year-on-year decline of 0.9% in May [1] - The weekly consumer inflation rate as of the week ending June 30 was recorded at 0.07%, an increase from 0.04% the previous week [1]

韩国央行官员：消费者通胀预计将维持在2%左右的波动范围内。 ...

Core Insights - The Eurozone's consumer inflation expectations index for June stands at 21.2 [1] Group 1 - The consumer inflation expectations index reflects the anticipated inflation rate among consumers in the Eurozone [1]

Group 1 - The core viewpoint of the article indicates that the Eurozone's consumer inflation expectations index for June stands at 21.2 [1]

日本央行审议委员田村直树：4月和5月的消费者通胀数据超出预期。 ...

美联储主席鲍威尔：关税对消费者通胀的传导尚不确定。 ...

Group 1 - The core viewpoint is that the US Consumer Price Index (CPI) for May fell slightly below expectations, with year-on-year CPI rising from 2.3% to 2.4%, while core CPI remained steady at 2.8% [1] - The month-on-month CPI increased by 0.1%, lower than both the expected and previous value of 0.2%, and core CPI also rose by 0.1%, below the expected 0.3% and previous 0.2% [1] - Factors contributing to the CPI's lower-than-expected performance include a decline in energy prices, a continued drop in automobile prices, and a slowdown in rent and super core services price increases [1] Group 2 - Market expectations for interest rate cuts have increased, with the futures market pricing in an average of 1.97 rate cuts for the year, and the probability of a first cut in September rising from 50.9% to 61.3% [2] - The effective tariff rate in the US has decreased to 7.07%, significantly lower than the estimated 13-20% by overseas institutions, potentially due to tax avoidance measures [3] - The first sale rule allows importers to calculate tariffs based on the first sale price, which may mitigate the impact of increased tariffs [3] Group 3 - Concerns about inflation due to tariffs remain, with the potential for upward inflation risks unless tariffs are continuously suspended or canceled [5] - Consumer inflation expectations in the US have surged, with one-year and five-year expectations at near 45-year and 25-year highs, respectively [5] - Despite a significant number of brands and retail executives anticipating negative consumer reactions to price increases, a majority still plan to raise prices [6]

Group 1 - The market experienced a significant increase, with the index stabilizing above 3400 points, despite a notable decrease in trading volume to 1.6 trillion [1] - The securities sector remains crucial for market performance, acting as a bridge between heavyweight and small-cap stocks, with its index showing fluctuations after breaking through the six-month line [2] - There is a potential for interest rate cuts due to a significant drop in consumer inflation expectations in the US, which could influence market dynamics in the coming weeks [3] Group 2 - The market sentiment remains optimistic despite the reduced trading volume, as evidenced by the continuous net buying from speculative funds over the past week [1] - The upcoming CPI data release is critical, as a lower-than-expected result could increase the likelihood of interest rate cuts next week [3] - The digital currency and pharmaceutical sectors are expected to continue advancing, while new retail and infant products may emerge as potential new market leaders [3]

韩国5月消费者12个月通胀预期中值降至2022年1月以来的最低水平，韩国5月消费者信心指数录得 101.8，为自2024年10月以来最高。 ...