CPI 발표 후 연준의 금리 메시지

While core inflation remains a concern, the market's reaction suggests the "higher for longer" narrative is already priced in. The real question is how long they can maintain that stance if other economic indicators start to show more significant weakening.

It does feel like the Fed is playing a very slow, very public game of economic Jenga, trying to remove pieces without toppling the whole thing. Higher for longer seems to be the only consistent mantra these days, with any deviation quickly corrected.