WS #15849
Economists expect September US CPI to rise 3.6% year-over-year, driven in part by energy price spikes from Middle East tensions. This inflationary pressure complicates the Federal Reserve's policy path, with markets pricing in various rate scenarios for upcoming meetings. The persistent inflation data suggests that the Fed may need to maintain higher rates for longer, weighing on growth-sensitive assets.
Inflation & Macro Policy
Economists expect September US CPI to rise 3.6% year-over-year, driven in part by energy price spikes from Middle East tensions. This inflationary pressure complicates the Federal Reserve's policy path, with markets pricing in various rate scenarios for upcoming meetings. The persistent inflation data suggests that the Fed may need to maintain higher rates for longer, weighing on growth-sensitive assets.