2026-06-10
May CPI y/y +4.2%, core +2.9%
冲击力 0.7
hawkish
持久性: medium
Headline accelerating 3 months straight (3.4->3.8->4.2%). Energy contributes 60%+. Core MoM 0.2% cooling but y/y still rising. Rate cut expectations zeroed out. ~1/3 traders betting on hike by Dec.
📄 来源: 2026-06-10-may-cpi-bls
2026-06-10
June FOMC preview: Warsh debut
冲击力 0.6
hawkish
持久性: medium
April FOMC 8:4 vote hold 3.50-3.75%, 4 dissents most since 1992. Expected hold in June but easing bias likely removed. Market pricing possible hike by Jan 2027.
📄 来源: 2026-06-10-warsh-fed-cpi-analysis
2026-05-22
Kevin Warsh sworn in as 17th Fed Chair
冲击力 0.8
hawkish
持久性: high
Senate confirmed 54:45. Rule-oriented, hawkish. Favors QT over rate cuts. 'Inflation is a choice.'
📄 来源: 2026-06-10-warsh-fed-cpi-analysis