U.S. Inflation Surge Dampens Fed Rate Cut Odds
Source: SeekingAlpha
2025-02-12 10:29:00 ET
Summary
- US inflation came in well ahead of expectations, prompting the market to dramatically reprice the prospect of rate cuts.
- Potential tariffs add upside risk to inflation in coming quarters.
- There are some encouraging signs that housing costs will slow meaningfully later in 2025 and keep the door open to the second half of the year cuts we are forecasting.
US inflation comes in far too hot
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U.S. Inflation Surge Dampens Fed Rate Cut Odds
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