Weekly Market Commentary (9/12): CPI Hotter as Fed Cut Looms скачать в хорошем качестве

Weekly Market Commentary (9/12): CPI Hotter as Fed Cut Looms

This week’s Market Note with Alex Varner (Head of Research) and James Maxwell (VP of Research) covers: • Fed Outlook: CPI surprised to the upside, but markets still price a 95% chance of a cut at Wednesday’s FOMC. SEP projections and language will guide the path ahead. • Inflation: Headline and Core CPI hit their fastest pace since January. Shelter cooled, but food and tariff-driven goods inflation picked up. • PPI: Deflationary at -0.12% MoM, driven by margin compression—raising the risk of future pass-through pricing. • Business & Consumers: NFIB optimism hit its best since January, while Michigan Sentiment slid as long-term inflation expectations rose. • Housing: Mortgage rates dipped to ~6.5%, lifting applications to their highest since 2022. A “five handle” could unlock more buyer demand. Click here to read this week’s full Weekly Market Note: https://www.mainmgt.com/wp/wp-content...