The latest U.S. inflation data is in, and itโs shaking up market expectations. ๐๐ฒ๐โ๐ ๐ฏ๐ฟ๐ฒ๐ฎ๐ธ ๐ถ๐ ๐ฑ๐ผ๐๐ป:
๐ ๐๐ป๐ณ๐น๐ฎ๐๐ถ๐ผ๐ป ๐๐ผ๐บ๐ฒ๐ ๐ถ๐ป ๐๐ผ๐๐๐ฒ๐ฟ ๐ง๐ต๐ฎ๐ป ๐๐ ๐ฝ๐ฒ๐ฐ๐๐ฒ๐ฑ
The Consumer Price Index (CPI) rose 3% YoY, slightly above the 2.9% forecast.
Core CPI (excludes food & energy) jumped 3.3% YoY and 0.4% MoMโsignaling persistent price pressures.
Key drivers: Used car prices, auto insurance, housing, and food costs. Egg prices surged 15% YoY! ๐ฅ๐ฐ
๐ ๐๐ฒ๐ฑ ๐ฅ๐ฎ๐๐ฒ ๐๐๐ ๐๐ผ๐ฝ๐ฒ๐ ๐๐ฎ๐ฑ๐ถ๐ป๐ด?
With inflation still running hotter than expected, the Federal Reserve may delay interest rate cuts that markets had been anticipating for 2025. This could impact equities, bonds, and FX markets as rate expectations adjust.
๐ฅ ๐ ๐ฎ๐ฟ๐ธ๐ฒ๐ ๐ง๐ฎ๐ธ๐ฒ๐ฎ๐๐ฎ๐๐ ๐ณ๐ผ๐ฟ ๐๐ป๐๐ฒ๐๐๐ผ๐ฟ๐:
โ๏ธ Inflation isnโt cooling as quickly as many had hopedโinterest rate policy could stay restrictive longer ๐
โ๏ธ Growth stocks & risk assets might face headwinds if rate cuts get pushed further out ๐โก๏ธโณ
โ๏ธ Defensive sectors (healthcare, utilities, consumer staples) and inflation hedges (gold, commodities) could see more interest ๐ก๏ธ
๐ก ๐ช๐ต๐ฎ๐โ๐ ๐ก๐ฒ๐ ๐?
All eyes are on the Fedโs next move and upcoming economic data. Will inflation continue its upward trend, or is this just a temporary bump?
๐ง๐ต๐ถ๐ ๐ถ๐ ๐๐ต๐ฒ ๐ฝ๐ฒ๐ฟ๐ณ๐ฒ๐ฐ๐ ๐๐ถ๐บ๐ฒ ๐๐ผ ๐ฐ๐ผ๐ฝ๐ ๐บ๐ฒ ๐ผ๐ป ๐ฒ๐ง๐ผ๐ฟ๐ผโ๐ฑ๐ผ๐ปโ๐ ๐บ๐ถ๐๐ ๐๐ต๐ถ๐ ๐ผ๐ฝ๐ฝ๐ผ๐ฟ๐๐๐ป๐ถ๐๐ ๐๐ผ ๐ด๐ฟ๐ผ๐ ๐ฎ๐น๐ผ๐ป๐ด๐๐ถ๐ฑ๐ฒ ๐บ๐ ๐๐๐ฟ๐ฎ๐๐ฒ๐ด๐.
๐ ๐๐ถ๐๐ฐ๐น๐ฎ๐ถ๐บ๐ฒ๐ฟ: This is my personal opinion and is for informational purposes only. You should not interpret this information as financial or investment advice. $TSLA (-4.32%)
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