更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 摘要 • The recent CPI release showed a second consecutive month of lower inflation, with core prices rising by 0.16%. This suggests progress in reversing first-quarter overheating and aligns with a core PCE inflation estimate of approximately 0.12%, down from 0.25% in April. • The FOMC statement acknowledged modest progress in inflation but showed little change beyond that. The summary of economic projections indicated an expectation of one rate cut this year, down from three cuts ...