Inflation Indicator and Rate Cut Assessment

The core PC inflation is moderate, aligning with an increase in the unemployment rate, signaling a need for a rate cut. Inflation is considered a lagging indicator and expected to decrease further due to the slowdown in service sector inflation. The Federal Reserve's cautious approach towards rate cuts might cause unnecessary risks in the capital markets. Data supports the need for rate cuts, emphasizing the importance of being proactive and responsive to the evolving economic trends.

Transcript

Play full episode

Remember Everything You Learn from Podcasts

Save insights instantly, chat with episodes, and build lasting knowledge - all powered by AI.