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U.S. Inflation Picks Up as Tariffs Start to Seep Into Prices (WSJ. 20250715)
The Labor Department said consumer prices rose 2.7% compared to a year earlier, in line with economists expectations. Core inflation, which excludes volatile food and energy prices, was 2.9%, also in line with forecasts. JPMorgan Chase Chief Executive Jamie Dimon sounded Wall Street's clearest warning against the Trump administration's attacks on Federal Reserve Chair Jerome Powell, describing the central bank's independence as crucial. Meanwhile, JPMorgan Chase reported a better-than-expected profit for the second quarter, benefiting from volatile markets and a steady U.S. economy, despite threats of a global trade war. We exclusively report that Tesla's top sales executive in North America has left the company. People familiar with the matter say, Troy Jones, the vice president of Sales, Service and Delivery in Tesla's biggest market has departed after 15 years. Jones's departure follows that of Omead Afshar, a top aide to Elon Musk and a top AI executive. Apple said it will buy $500 million worth of rare earth magnets from MP Materials expanding its U.S. supply chain at a time the Trump administration has been pressuring it the do so. The companies didn't specify how long the contract lasts. And China is seeking to further consolidate its global lead over the U.S. in certain industrial areas. Today it added battery technologies to its list of export controls. The move comes on top of China's domination of the EV battery supply chain, from lithium processing to battery production.
미 소비자 물가가 전년 대비 2.7% 상승했으며 근원 소비자 물가는 2.9% 상승했음. JPMorgan Chase의 CEO가 연준의 독립성은 절대적으로 중요하다며 파월 연준 의장을 공격하는 트럼프를 비판했음. JPMorgan Chase의 2분기 실적은 예상을 상회했는데, 변동성 높은 시장과 안정적인 미국 경제 덕분임. 한편, Tesla의 북미 판매 총괄자가 15년만에 사퇴함. 최근 AI 최고 임원도 교체됨. 한편, Apple은 트럼프의 압박에 따라 미국 공급망을 확대하기 위해 희토류 업체 MP Materials로부터 5억 달러의 희토류 자석을 구매하기로 함. 계약 기간은 공개하지 않음. 중국은 일부 산업 영역에서 미국에 앞서 글로벌 리더가 되고자 함. 중국은 오늘 배터리 기술을 수출 통제 목록에 추가함. 현재 중국은 리튬 처리부터 배터리 생산까지 전기차 배터리 공급망을 지배력을 보유하고 있음