Group 1: Macroeconomic Indicators - The US CPI increased by 2.7% year-on-year in June, up 0.3 percentage points from May, while the core CPI rose by 2.9%, slightly below the expected 3.0%[10] - The actual tariff rate in June was approximately 10%, up from 2.4% in March, indicating a significant increase in tariff impact on core goods[12] - The UK CPI unexpectedly rose to 3.6% in June, exceeding expectations by 0.2 percentage points, while the core CPI reached 3.7%[15] Group 2: Inflation Contributions - The contribution of core goods to the CPI has expanded for three consecutive months, with June's contribution at 0.14 percentage points[11] - A 1 percentage point increase in the actual tariff rate is estimated to raise the year-on-year contribution to core goods CPI by approximately 0.017 percentage points[12] - Future tariff effects could push the US core CPI to 3.1%, 3.2%, and 3.3% under average tariff rates of 20%, 25%, and 30% respectively[13] Group 3: Market Reactions - The S&P 500 index was at 6296.79, reflecting a weekly increase of 0.59%[3] - The Nasdaq index rose by 1.51% to 20895.66, indicating a positive market sentiment despite inflation concerns[3] - The US dollar index increased by 0.60% to 98.4600, suggesting a strengthening dollar amidst rising inflation expectations[3]