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7/1/2025, 7:58:29 PM
>>22886394
It's not their political expectations. It's their economic expectations based on political actions.
>hey already skullfucked the economy by waiting a year after models told them to raise rates
That's true, and the reason why they don't want to cut too early.
I wouldn't say they are ignoring them. Core inflation is still at +2,5%, all past 5 reports were revised up. The tariffs are the issue and make price movement unpredictable.
And Core is also "flat" yoy, after cutting 0,75%. Cut another 0,75% and next year 2,6-2,7% again?
It's not their political expectations. It's their economic expectations based on political actions.
>hey already skullfucked the economy by waiting a year after models told them to raise rates
That's true, and the reason why they don't want to cut too early.
I wouldn't say they are ignoring them. Core inflation is still at +2,5%, all past 5 reports were revised up. The tariffs are the issue and make price movement unpredictable.
And Core is also "flat" yoy, after cutting 0,75%. Cut another 0,75% and next year 2,6-2,7% again?
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