HomeMarketsU.S. EconomyCPI Reaction 'Overdone,' Fed's Balancing Act Ahead & Investment Opportunities
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CPI Reaction 'Overdone,' Fed's Balancing Act Ahead & Investment Opportunities

CPI Reaction 'Overdone,' Fed's Balancing Act Ahead & Investment Opportunities

The market experienced volatility following January's hot CPI report. Jay Hatfield calls the data "dirty," arguing inflation is much stickier than it appears. He thinks the Fed should cut three times throughout 2025. Eric Gerster believes the FOMC has more on the mind, pointing to potential headwinds from the Trump administration and its new Department of Government Efficiency (DOGE).

The Watch List

12 Feb 2025

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