Investment Rating - The report does not explicitly provide an investment rating for the industry or specific companies within it Core Insights - The May core CPI rose by 0.13% month-over-month, which was below expectations, with the year-over-year rate increasing to 2.79% [2][3] - Declines in airfares (-2.7%) and used car prices (-0.5%) were noted, attributed to softer demand in business and tourism travel [2][3] - The report estimates that tariff increases have raised CPI components exposed to these tariffs by an average of 1.2%, contributing 0.04 percentage points to monthly core CPI inflation over the last three months [2][3][7] - The core PCE price index is estimated to have risen by 0.18% in May, corresponding to a year-over-year rate of +2.62% [8] Summary by Relevant Sections CPI Analysis - The headline CPI rose by 0.08%, influenced by a 1.0% decline in energy prices and a 0.3% increase in food prices [7] - The core CPI components that negatively impacted the overall index included public transportation (-2.5%), apparel (-0.4%), and used cars (-0.5%), which collectively weighed down the core by 7 basis points [3] Price Index Estimates - The report anticipates that the headline PCE price index increased by 0.14% in May, reflecting a year-over-year increase of 2.29% [8] - Market-based core PCE is estimated to have risen by 0.22% in May [8]

May's Consumer Price Index (CPI) saw inflation rise by 0.1% month-over-month — below economists' forecasts of 0.2% — and 2.4% annually, coming in line with year-over-year estimates. Core CPI — which excludes food and energy prices — also saw its inflation readings cool in May, rising only 0.1% monthly (vs. 0.3% forecasts) and 2.8% annually (vs. 2.9% forecasts). Morning Brief anchors Brad Smith and Madison Mills dive into the breaking report on consumer prices. New Century Advisors chief economist Claudia Sa ...

金十数据5月6日讯，关税正促使市场机构为更高的通胀做好准备。富国银行经济学家在下周美国CPI报 告发布前写道，4月份消费者价格上涨可能加速。他们预计，在3月份出人意料地下降0.1%之后，4月 CPI月率将上涨0.2%。经济学家说，这将使CPI年率降至2.3%的四年低点。他们预计核心CPI年率将维持 在2.8%不变。他们表示，随着关税已经成为现实，"我们认为，更高的进口成本会影响到消费者价格， 这只是时间问题。" 富国银行：美国4月份CPI上涨可能加速 ...