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Schwab Network

CPI 'Welcome' Print, Tariff Wild Card & Fed's Path Ahead

8 min12 mars 2025

Shelly Antoniewicz considers the CPI print a strong report to boost investor confidence. However, she notes that wary investors can reverse sentiment on subtle signs of inflation spiking. She also notes tariff uncertainty as the biggest anchor keeping markets tethered from robust growth. As for the Fed, Shelly talks about the probability of rate cuts despite expectations that "the Fed will be happy" with the CPI number.


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