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Posted by
Two Blokes Jul 12 -
Filed in
General
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#TwoBlokesTrading
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June CPI is expected to show the first signs of tariff-driven inflation, with consensus expectations for core CPI at 0.3% MoM and an increase in annual core CPI to 3%. The macro environment is stagflationary, with tariffs, higher commodity price rises, and a weaker dollar all pushing inflation higher into 2025 and 2026.