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Inflation data comes in lower than expected

CPI report shows cooling prices, boosting hopes for a soft landing.

The latest Consumer Price Index (CPI) report brought welcome news for the economy, showing inflation continuing to moderate.

The Numbers

  • Headline CPI: 2.7% year-over-year (expected 2.9%)
  • Core CPI: 3.1% (expected 3.3%)
  • Month-over-month: 0.1% (expected 0.2%)

What’s Driving the Decline

Several factors contributed to the better-than-expected reading:

  1. Energy prices: Gasoline down 8% from last year
  2. Used cars: Prices falling as supply normalizes
  3. Rent growth: Finally showing signs of slowing

Impact on Your Wallet

Lower inflation means your purchasing power is eroding more slowly. For young people:

  • Grocery prices stabilizing
  • Rent increases moderating
  • Student loan real burden decreasing

Fed Implications

This data supports the case for rate cuts in 2025, which would be bullish for:

  • Stocks (especially growth)
  • Bonds
  • Real estate

The economy might just pull off the elusive soft landing after all.

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