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10th Jun 2025 08:50USDaily Monitor

  • Changes in import prices rarely feed through instantly to consumer prices; brace for a surge this summer.
  • CPI services data remain plagued by residual seasonality; expect much faster increases ahead.
  • We still expect core CPI inflation to peak at 3½% in Q4, though that won’t stop the Fed easing.

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Keywords for: 12 June 2025 US Monitor

independent macro research, Pantheon Macro, Pantheon Macroeconomics, independent research, ian shepherdson, economic intelligence