HomeMarketsFed WatchJanuary Inflation Reports: Consumer Strong but Fed Done Cutting

January Inflation Reports: Consumer Strong but Fed Done Cutting

Stephen Kolano and Scott Ladner look at January’s inflation reports. Stephen thinks that “inflation is yet to come” because goods prices are elevated, but services aren’t yet. He says we’re “living through the mid-90s again.” Scott calls the elevation in housing & food costs a “headline risk,” but sees continued consumer strength. However, he thinks the Fed is done cutting rates.

Trading 360

13 Feb 2025

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