TechFlow news, on January 15, according to Jinshi News, Peter Cardillo, Chief Economist at Spartan Capital Securities, believes that although the overall CPI rise was disappointing, the cooling of core CPI year-on-year is a positive signal, though it is not expected to change the Fed's cautious stance.
Richard Flynn, Managing Director at Charles Schwab UK, pointed out that in the first few weeks of 2025, strong economic data are good for the economy but bad for markets. He noted that a string of robust economic figures have brought inflation concerns to the forefront. Strong economic performance and a resilient labor market are putting upward pressure on prices, which could lead the Fed to hold interest rates steady.
Analyst Jersey said that given the strong momentum of the economy, the Fed might make its final rate cut in March unless consumer spending slows significantly. Currently, the dollar is weakening and yields are falling. Markets are focusing on core inflation, but persistent inflation remains a key issue. The previously widely expected aggressive rate-cutting path may need to be adjusted.
