Overall, the market still stays neutral. FED won't raise interest rates due to tariffs. Trump is asking the FED to cut the rate. The war situation seems to be getting better. I’m feeling more bullish than ever.
Summarize from:
https://inflationguy.blog/2025/02/12/inflation-guys-cpi-summary-january-2025/
- The new ‘middle’ on Median CPI is the high 3%s, low 4%s area.
- Over the course of 2025, as tariffs are implemented, we are likely to see a slightly higher run rate. Tariffs are a one-off, and they aren’t a large effect unless applied in a blanket way to all imports.
- We should expect slightly higher inflation in 2025 than we previously would have expected, and probably for the first part of 2026, but then the tariff effect will be over and the level of inflation we settle in at will be once again driven mainly by money growth. (keep reading)
