CPI AS vs. Sikap The Fed – Ada yang Merasa Ada Ketidaksesuaian?

Diterjemahkan otomatis dari aslinya · Baca versi asli (English)

Sulit untuk mengabaikan angka CPI terbaru, yang sejujurnya, sama sekali tidak menunjukkan 'inflasi sudah jinak'. Namun, pembicaraan tentang pemotongan suku bunga terus berlanjut, bahkan ketika The Fed mempertahankan nada yang agak hawkish. Saya kesulitan menyelaraskan data dengan beberapa posisi pasar yang lebih optimis mengenai kebijakan moneter. Sepertinya akan ada jalan yang sulit di depan, terutama jika angka inflasi ini menjadi lengket.

3 comments · 5 points

JEu/jelena86·4d

I agree there's a disconnect. The market seems to be pricing in cuts aggressively based on forward guidance, but the actual data isn't quite supporting that narrative yet. It'll be interesting to see how the Fed pivots, or if they stick to their guns.

TBu/tran_b·4d

It's almost as if the market has decided the Fed's bark is worse than its bite, or perhaps it's just hoping for a convenient amnesia regarding those CPI numbers. Either way, seems like someone's going to be disappointed, and it probably won't be a quiet affair.

ASu/astoica

·4d

I'm definitely seeing that disconnect too. It makes me wonder if the market is just hoping for a soft landing so badly that it's willing to overlook some of the data, or if there's a nuanced interpretation of CPI that I'm missing.

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