Group 1 - The US Consumer Confidence Index saw its largest increase since January 2024, rising by 8.3 points to 60.5, significantly exceeding all expectations from Bloomberg economists [1] - Consumers expect prices to rise by 5.1% over the next year, a substantial decrease from 6.6% in May, marking the largest single-month drop since October 2001 [1] - The improvement in consumer confidence indicates a reduction in anxiety regarding Trump's protectionist trade policies, with significant enhancements in economic expectations and personal financial outlooks [1] Group 2 - The core inflation indicator, excluding volatile food and energy categories, only rose by 0.1% in May, reflecting a calming of inflation concerns [2] - The expectations index surged by 10.5 points to 58.4, the largest increase since December 2023, while the current conditions index rose to a three-month high of 63.7 [2] - Confidence levels have increased across all political affiliations, with Republicans reaching their highest confidence index since October 2020, and Democrats and independents also hitting three-month peaks [2]

美国6月密歇根大学1年通胀预期为5.1%，市场预期为6.4%。 ...

智通财经6月13日电，美国密歇根大学调查的未来一年通胀预期从6.6%降至5.1%，市场预期为6.4%。 ...

Core Insights - US one-year inflation expectations decreased from 6.6% last month to 5.1% this month, marking a three-month low [1] - Long-term inflation expectations fell for the second consecutive month, dropping from 4.2% in May to 4.1% [1] - Consumer concerns regarding the potential impact of tariffs on future inflation have eased in June [1] Inflation Expectations - The one-year inflation rate expectation is now at 5.1%, down from 6.6% [1] - Long-term inflation expectations are at 4.1%, down from 4.2% [1] - Both indices represent the lowest levels in three months [1] Consumer Sentiment - There is a general belief that trade policies may still lead to inflation increases over the next year, despite the easing of tariff concerns [1]

美国6月密歇根大学1年通胀预期初值 5.1，预期 6.4，前值 6.6。 ...

【美国6月密歇根大学1年通胀预期创2001年10月以来最大环比降幅】美国6月密歇根大学消费者信心指 数初值 60.5，创2024年1月以来最大升幅，预期 53.6，前值 52.2。 美国6月密歇根大学5年通胀预期初值 4.1%，预期 4.1%，前值 4.2%。 美国6月密歇根大学1年通胀预期初值 5.1%，预期 6.4%，前值 6.6%。 ...

提醒：北京时间22:00，将公布美国6月密歇根大学消费者信心指数初值、美国6月密歇根大学1年通胀预 期初值、美国6月密歇根大学5年通胀预期初值。 ...

Group 1 - Israel launched a large-scale attack on Iran, targeting nuclear facilities and missile factories, which may lead to a prolonged operation to prevent Iran from developing nuclear weapons [1] - The attack caused market turmoil, with U.S. stock index futures declining, oil prices surging, gold prices rising, and the U.S. dollar index strengthening [1] - Analysts noted that the geopolitical conflict could lead to increased inflation expectations, impacting fixed income markets and potentially pushing the Federal Reserve towards a more hawkish stance [1][2] Group 2 - The conflict has led to a rebound in the U.S. dollar, while safe-haven assets like the Swiss franc, Japanese yen, and gold have also strengthened [2] - The global stock market, which has seen a 30% increase in the MSCI global index this year, may face further declines as the conflict acts as a catalyst for price corrections [2] - Defensive sectors such as utilities, energy stocks, and defense companies are expected to perform well due to concerns over potential supply disruptions in the oil market [2] Group 3 - The scale and impact of the attack remain unclear, leading to limited market volatility despite a rush into safe-haven assets [3] - The uncertainty surrounding the geopolitical conflict adds to the fragile market sentiment, with the potential for either a quick de-escalation or an escalation that threatens oil transport routes [3]

英国央行调查：公众对明年到两年期间的通胀预期维持在3.2%，未发生变化。 ...

英国央行调查：英国公众对五年后通胀预期为3.6%。 ...