傍晚城市街道,一男一女並肩走過人行道,背景有路燈、店鋪燈光和模糊行人
admin25/07/2026 下午02:590 min
NEWJune US CPI YoY eased to 3.5% (from 4.2%) as the US-Iran ceasefire cooled energy prices, snapping a five-month reacceleration streak. Core PCE YoY still runs at 3.4%, well above the Fed's 2% target. The FOMC begins its July 28-29 meeting today, with Fed Funds futures pricing a near-certain hold. 10Y-2Y spread sits at +36bp—positive but razor-thin. Verdict: Neutral-toward-cautious; macro tail risks dominate.