According to Odaily Planet Daily, most analysts expect the US core CPI to increase by 0.3% month-over-month in July, while Jefferies Group predicts a 0.246% increase, which seems unusual. Jefferies said it does not expect prices for furniture, clothing, and entertainment items to continue to rise in July. Despite tariff pressure, used car prices remained largely unchanged, though seasonal adjustments may reflect a slight decline. Meanwhile, Jefferies expects the overall CPI to increase by 0.172% month-over-month, below the market expectation of 0.2%. While this difference may appear small given rounding, Jefferies believes there may be downside risks to the CPI report. Airfares remain a volatile factor, and if basic economy fares remain unchanged, seasonal adjustments could still result in a 2.5% increase in airfares. If this does not happen, the month-over-month growth rate of the overall CPI in July could fall to 0.1%. (Jinshi)