$EVAA $PEPE $ELF U.S. PPI surged 6.5% year over year in October, its highest level since November 2022. Inflation proved stickier than expected, sharply increasing the difficulty of bringing it down. High inflation has delayed the Fed’s rate-cut timeline and strengthened the dollar, putting the yuan under pressure and driving it lower. This directly raises the costs of currency exchange, imports, and foreign debt.
Combined with elevated oil prices, upstream costs remain persistently high. Meanwhile, widespread flight cancellations and delays in the United States are disrupting the timeliness of cross-border freight fulfillment and adding to uncertainty in foreign trade.
By contrast, China faces structural pressure from high upstream costs and weak domestic demand downstream. Persistent imported inflation is squeezing the room for domestic policy. Ultimately, its effects are transmitted through three channels—exchange rates, oil prices, and logistics—affecting domestic prices, foreign trade, and everyday costs for the public, including consumer spending and travel for overseas study.#加密市场大幅回调，多名巨鲸遭遇清算 #加息预期仍强，FOMC纪要会否再添鹰派信号？ #加密美股齐跌，下轮反弹的驱动力在哪？
Combined with elevated oil prices, upstream costs remain persistently high. Meanwhile, widespread flight cancellations and delays in the United States are disrupting the timeliness of cross-border freight fulfillment and adding to uncertainty in foreign trade.
By contrast, China faces structural pressure from high upstream costs and weak domestic demand downstream. Persistent imported inflation is squeezing the room for domestic policy. Ultimately, its effects are transmitted through three channels—exchange rates, oil prices, and logistics—affecting domestic prices, foreign trade, and everyday costs for the public, including consumer spending and travel for overseas study.#加密市场大幅回调，多名巨鲸遭遇清算 #加息预期仍强，FOMC纪要会否再添鹰派信号？ #加密美股齐跌，下轮反弹的驱动力在哪？
