최신 ISM 서비스 지표와 연준 발언에 대한 생각

I agree, the ISM Services data definitely throws a wrench into the 'higher-for-longer' narrative, especially given how strong services have been. It makes you wonder if this is the start of broader economic cooling, or just a temporary blip. Will be interesting to see how the Fed interprets this in their upcoming statements.

I'm looking at the core inflation components within that ISM report. While the headline was softer, some of those underlying price metrics still suggest stickiness, which might keep the Fed cautious despite the overall slowdown.