DAILY BRIEF2026-06-04GLOBAL· 1 min read
宏观视角简报 — 2026年6月4日：滞胀信号加剧，CPI维持高位
4月CPI仍顽固地维持在332.4，加剧了滞胀担忧。市场预期利率将维持高位更长时间，同时地缘政治紧张局势在多个地区持续升温。
4月CPI仍顽固地维持在332.4，加剧了滞胀担忧。市场预期利率将维持高位更长时间，同时地缘政治紧张局势在多个地区持续升温。
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Israeli coalition instability rises to 74% dissolution probability while Iran tensions persist. Energy markets price 8-12% risk premium on potential supply disruption.
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Knesset dissolution probability rises to 74% as coalition partners diverge on judicial reform and Gaza policy. Political uncertainty adds volatility to regional security calculus.
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