最新报道:The upcoming U.S. July CPI data will test inflation risks and the Fed's easing outlook, with tariffs potentially driving price increases after Q2 rates remained under 3.0%. Core CPI is expected to rise to 3% in July, fueled by tariff-affected categories like apparel and household goods, which recorded their largest monthly gains since 2022. Markets anticipate three 25-basis-point Fed rate cuts by mid-2026, supported by weak labor data and Stephen Miran's nomination to the Board of Governors. Meanwhile, the U.S. dollar dropped 1.0% amid dovish Fed signals and inflation complacency, while the S&P 500 stays near its July 31 record high despite economic headwinds.