最新报道:The eXtended Retail Price Index (XRPI), a conceptual tool based on July 2025 CPI data, highlights a structural shift in inflation driven by persistent services costs and lingering tariff effects. Core CPI rose 3.1% YoY, with shelter inflation at 3.7% and medical care services up 4.3%. Footwear prices surged 1.4% due to tariffs. Investors are pivoting to defensive sectors like healthcare, real estate, and tariff-resilient producers, while tech firms balance AI innovation with pricing power. Strategic reallocation favors inflation-linked bonds, short-duration bonds, and real assets, though speculative tools like the XRP Trust remain volatile. The Fed’s potential rate cut offers limited relief in this new inflationary normal.