JPM US Market Intell 2026 08 10 CPI

From the report报告摘录Core CPI Miss & SPX Impact: June core CPI fell 0.02% m/m (vs 0.2% forecast), driving SPX gains; core MoM <0.15% implies 1%-2% SPX rise, while >0.30% triggers 1.5%-2.5% decline, with options pricing ~0.9% move.