👍 headline的CPI会有energy但是基本bake在了estimate里,Core CPI市场比较看重,它是excludes food和energy。当然油价本身上升会pass through到一些其他项目,比如运输费,甚至物价本身,都会收到影响。鉴于最近中东有停战趋势,我觉得市场会look pass it。而且我觉得来自shelter和car insurance disinflation pressure会更大一些。我比较期待这周in line or weaker CPI read。我觉得$美国石油指数基金-Concierge Technologies(USO)$ 是个比较好的level buying some put or put spread, 1st PT 77.5, 2nd PT 74.5. 譬如July 26 78/75 put spread cost $0.4,或者久一点到Aug的 78 put