3min chapter

At Any Rate cover image

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

At Any Rate

CHAPTER

Intro

This chapter explores the implications of the July CPI report, highlighting signs of cooling inflation and its impact on the Federal Reserve's potential interest rate adjustments. Key metrics such as housing, vehicle, and medical care prices are examined to illustrate a broader trend of disinflation and the Fed's shifting focus towards the labor market.

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