Fed, Inflation and rates

Inflation uptick and tariff fallout cooling expectations of more cuts from Fed
Economists were already scaling back predictions of multiple Federal Reserve interest rate cuts this year after data indicated stalled progress in taming inflation and unknowns from the White
PPI Data Accelerate Fed Rate-Cut Expectations
The latest U.S. producer-price inflation data have slightly brought forward market expectations of when the Federal Reserve will cut interest rates. Wednesday's above-forecast CPI data pushed market pricing of a first Fed rate cut out to December.
Fed to wait for months on next rate cut as tariffs risk inflation flare up: Reuters poll
Faced with the threat of rising inflation, the U.S. Federal Reserve will wait until next quarter before cutting rates again, according to a majority of economists in a Reuters poll who previously expected a March cut.
Next CPI Inflation Report Could Improve 2025 Fed Rate Cut Expectations
This week’s forthcoming Consumer Price Index report could show easing year-on-year inflation, increasing the potential for Fed interest rate cuts in May or June 2025.
Inflation hit 7-month high of 3% in January. Here's what it means for Fed rate cuts
Inflation slowed through much of last year – falling as low as 2.4% from a 40-year high of 9.1% in mid-2022 – but it has remained stubbornly high since fall. The cost of services such as car insurance, auto repairs and health care have continued to rise in part because of the delayed effects of pandemic-related vehicle shortages or wage increases.
Traders See Just One 2025 Fed Rate Cut After Hot Inflation Data
The Fed has made “a pretty big pivot from focusing on the labor market, which was a concern at the tail end of last year, to now focusing on inflation,” said Anastasia Amoroso, iCapital Network’s chief investment strategist, on Bloomberg Television just ahead of the report.
U.S. Fed Remains Inclined To Cut Rates, But Is In No Hurry
After 100bp of rate cuts, Fed Chair Powell suggests policy remains restrictive - even if inflation remains elevated, they will merely “maintain” policy restraint for longer. Read more here..
Markets trim Fed rate cut bets following hot inflation report
A hotter-than-expected inflation reading makes it much more likely that the Federal Reserve will keep rates on hold for the foreseeable future, reinforcing a cautionary stance from Jerome Powell and other central bank policymakers.
Inflation tops forecasts, dimming chances for Fed rate cuts
Economists see the core gauge as a better indicator of the underlying inflation trend than the overall CPI that includes often-volatile food and energy costs. The headline measure rose 0.5% from December and 3% from the year before. The BLS said nearly 30% of the advance was due to shelter.
Morgan Stanley revises Fed rate cut forecast amid tariff uncertainty
Morgan Stanley joined Barclays and Macquarie in forecasting a single 25 basis point interest rate cut by the U.S. Federal Reserve this year, citing uncertainty from President Donald Trump's tariff policy.
Retail sales tumble in January, testing Fed rate cut forecast
U.S. retail sales tumbled sharply lower in January, snapping a five-month winning streak, as extreme weather, California ...
Forbes1d
Mortgage Rates Forecast For 2025: Experts Predict How Much Rates Will Drop
Most experts expect the Fed to pause rate cuts following the release of the committee’s latest quarterly summary of economic projections. The new forecast envisions two quarter-point rate ...
CNET on MSN1d
Mortgage Predictions: Inflation's Comeback Isn't Good for Homebuyers
Along with inflation, the Fed is also weighing employment data. If the job market remains robust by official standards, ...