Odaily星球日报讯 Principal 资产管理公司首席全球策略师 Seema Shah 表示，美国通胀率仍处于 4% 的令人不安的高位，但核心数据弱于预期确实减轻了一些压力。由于能源价格上涨是主要推动因素，且住房成本有所缓解，我们尚未看到更广泛的第二轮效应的明确迹象。这应该能让美联储保持耐心。尽管市场似乎对今年进一步加息的定价过高，但这一风险仍然存在，而今天的数据并未消除这一风险。(金十)

According to data from MSX.COM, US memory chip stocks experienced a broad decline, with Broadcom falling over 2%, and Nvidia, AMD, and ASML each dropping over 1%. Intel's share price fell by 0.58%.

According to the CME "FedWatch": The probability of the Federal Reserve maintaining interest rates unchanged in June is 96.3%, and the probability of a cumulative 25 basis point rate cut is 3.7%. The probability of the Federal Reserve maintaining interest rates unchanged in July is 86.4%, the probability of a cumulative 25 basis point rate hike is 10.3%, and the probability of a cumulative 25 basis point rate cut is 3.3%.

Odaily Planet Daily reported that the U.S. core CPI rose 0.2% month-on-month in May, lower than the market expectation of 0.3%. U.S. Treasury bonds strengthened slightly, and bond traders maintained their bets that the Federal Reserve will raise interest rates before the end of the year. The data is seen as relieving some pressure on the Fed ahead of Kevin Warsh's first meeting as Fed Chair next week.

After the CPI release, most U.S. Treasury yields fell by less than 1 basis point. The two-year Treasury yield, which is more sensitive to short-term changes in monetary policy, stood at 4.11%, down from around 4.13% earlier in the session. Dan Carter, senior portfolio manager at Fort Washington Investment Advisors, said: "This gives the Fed a little breathing room." (Jin Shi)

According to Odaily, “Fed Whisperer” Nick Timiraos noted that it cannot be overlooked that the overall CPI rose 0.47% month-over-month (annualized increase of 5.8%), pushing the unadjusted annual CPI rate to 4.2%, a three-year high. On a three-month annualized basis, CPI growth reached 8.2%.

Odaily星球日報訊 美國5月份CPI數據顯示通膨飆升至三年來高點，但核心物價的溫和上漲緩解了華爾街對加息的擔憂。

今日的CPI數據以及明日的PPI指數預計將影響聯準會的政策立場，該立場將在一周後由沃什首次主持的聯準會會議時公布。根據CME FedWatch數據，在CPI通膨數據公布前，市場已預期聯準會在2026年底加息的機率為70%。

然而，市場認為聯準會下周會議幾乎不可能加息，7月會議加息的機率僅為13%。短期內焦點在於，聯準會在即將舉行的會議上是否會明確地從寬鬆偏向的立場轉向中性或緊縮偏向的立場。本週公布的CPI和PPI通膨數據，以及美伊談判進展，可能會影響中性與緊縮之間的平衡。(金十)

Odaily星球日报讯 美國5月消費者物價上漲速度達到三年來最快水平，中東衝突推高了汽油和其他能源產品價格，為聯準會在2027年之前維持利率不變提供了更多依據。

週三公佈的數據顯示，截至5月的12個月期間，CPI年增率達4.2%，為自2023年4月以來的最大漲幅。與上月相比，物價月增率為0.5%，此前4月漲幅為0.6%。CPI連續第三個月大幅上漲，凸顯了家庭承受的壓力日益增大，因為有跡象顯示更多消費者正在動用儲蓄來支付開支。

此外，通膨率連續第二個月超過薪資增長，這可能對整體經濟成長造成不利影響。與此同時，生活成本的急劇上漲，對川普總統及其政黨而言是一大政治負擔，他們正試圖在11月的中期選舉中保住國會控制權。

法國外貿銀行北美區美國利率策略主管John Briggs表示，核心通膨月率相較預期略偏溫和，可能有助於鞏固這樣一種論點，即戰爭相關通膨的峰值可能已成為過去，通膨前景未來有望改善。當然，這有賴於油價未來保持平穩。(金十)

Odaily Planet Daily News Short-term interest rate futures indicate that the market has lowered its bets on a Federal Reserve rate hike. US crude and Brent crude oil prices remain largely unchanged, reported at $89.76 per barrel and $91.85 per barrel, respectively. Spot silver briefly surged over $1.5 to $64.90 per ounce. (Jin Shi)

Odaily Planet Daily News The U.S. unadjusted core CPI annual rate for May came in at 2.9%, in line with market expectations, marking a new high since September 2025. Spot gold briefly surged about $20 to $4,166.85 per ounce. (Jinshi)

Odaily Odaily reports that the United States' May seasonally adjusted CPI monthly rate is 0.5%, compared to the expected 0.50% and the previous value of 0.60%. (Jin10)