AI Data Insight
Latest data shows that the US Core Nondurable Goods PPI (excluding food and energy) for May 2026 (Q2 2026) rose to 388.207, increasing by 0.29% from the previous month, showing a continuous monthly upward trend. Although the market is highly focused on the short-term disruption to the overall PPI caused by surging energy prices, the core goods sector clearly demonstrates rigidity in cost pass-through. Looking ahead, it is necessary to continue monitoring the upside risks to medium- and long-term supply chain costs driven by geopolitics and emerging demand.