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Strategies & Market Trends : ajtj's Post-Lobotomy Market Charts and Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: ajtj99 who wrote (94495)	8/25/2025 5:47:00 PM
From: ajtj99	Read Replies (1) \| Respond to of 97593

S&P Global - Absent future tariff refunds, CPI looks headed to 4% in the next quarter or so:

To: ajtj99 who wrote (94495)	8/25/2025 8:31:07 PM
From: Sun Tzu	Read Replies (1) \| Respond to of 97593

No, the S&P Global data is unlikely to cause the Fed to not cut rates. If you read the Fed minutes and Powel's transcript, you'll see that the Fed believes that the tariffs are one-time jump in the inflation and not a systemic cause, and furthermore they think that the job market is slowing down which will moderate the impact of the tariffs. They see the risks on the jobs and economic side rather than inflation. Or rather they think that the lesser evil is to cut rates.