Weekly Market Commentary (9/12): CPI Hotter as Fed Cut Looms
Автор: Main Management
Загружено: 2025-09-15
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This week’s Market Note with Alex Varner (Head of Research) and James Maxwell (VP of Research) covers:
• Fed Outlook: CPI surprised to the upside, but markets still price a 95% chance of a cut at Wednesday’s FOMC. SEP projections and language will guide the path ahead.
• Inflation: Headline and Core CPI hit their fastest pace since January. Shelter cooled, but food and tariff-driven goods inflation picked up.
• PPI: Deflationary at -0.12% MoM, driven by margin compression—raising the risk of future pass-through pricing.
• Business & Consumers: NFIB optimism hit its best since January, while Michigan Sentiment slid as long-term inflation expectations rose.
• Housing: Mortgage rates dipped to ~6.5%, lifting applications to their highest since 2022. A “five handle” could unlock more buyer demand.
Click here to read this week’s full Weekly Market Note: https://www.mainmgt.com/wp/wp-content...
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