AI Data Insight
The latest US PCE Durable Goods Price Index (Q2 2026) rose to 109.642, continuing its upward trend from the previous value of 109.007 in Q1, indicating a resurgence in goods inflation pressure. Affected by geopolitical conflicts in the Middle East, surging energy and logistics costs have driven the overall and core US PCE data above market expectations. Under the dual pressures of supply chain bottlenecks and declining consumer savings, the market anticipates that the probability of a short-term interest rate cut by the Federal Reserve (Fed) is slim, and inflation stickiness may become the core risk in the coming months.