On August 12, most analysts expect the U.S. core CPI for July to rise by 0.3%, while Jefferies Group anticipates it to be 0.246%, which seems somewhat unusual. Jefferies stated that it expects the prices of furniture, clothing, and entertainment products in July to not continue to rise; despite facing tariff pressures, used car prices have remained basically unchanged, although seasonal adjustments may reflect a slight decline. Meanwhile, Jefferies expects the overall CPI to rise by 0.172%, lower than the market expectation of 0.2%. Considering that the data will be rounded, this figure does not appear to differ much, but Jefferies believes that there may be downside risks in the CPI report. Airfares remain an unstable factor, and if the basic economy class ticket prices remain unchanged, seasonal adjustments may still lead to a 2.5% increase in airfare prices. If this situation does not occur, the overall C for July...