๐จ FED ALERT | CPI UNDER THE MICROSCOPE ๐
๐ฃ๏ธ Fedโs John Williams just sent a clear signal:
He warned that the latest CPI data may be slightly understated โ meaning real inflation pressures could still be lurking beneath the surface.
๐ Why this matters:
โ ๏ธ If inflation isnโt truly under control, the Fed has less flexibility
โณ Rate cuts may stay slower and more cautious
๐ Market optimism around quick easing could be premature
๐ Market Impact:
โข ๐ Rate-cut expectations remain fragile
โข ๐ช๏ธ Volatility stays elevated
โข ๐ง Markets turn ultra data-dependent
๐ What to watch next:
๐ Inflation prints
๐ Labor market data
โก๏ธ One upside surprise can reset expectations fast and reprice risk assets
๐งฉ Bottom Line:
Confidence is thin. Positioning is sensitive.
The margin for error is razor-thin โ and the market knows the full story isnโt visible yet.
โก Stay sharp. Stay selective.
