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Daily Forex Analysis 3 min read

US CPI: A Market Letdown and Its Implications

Jonathan Kibbler

15 May, 2024

US CPI: A Market Letdown and Its Implications, illustrated by a promotional thumbnail image for a live broadcast by Blueberry Markets featuring US CPI data.

US CPI data remains steady at 3.4%, falling short of expectations. 📉 Volatility stays low, but a rate cut in September looks more likely with 71% probability. Will inflation trends shift the Fed's stance? #MarketUpdate #CPI #Inflation #FedRateCuts

Recap the live stream to learn more...

The latest US Consumer Price Index (CPI) data didn't deliver the surprise many traders and analysts, including myself, were hoping for. With volatility nearing significant lows, an unexpected shift in CPI was anticipated to shake things up.

A move towards a 3% inflation rate would have bolstered the market's narrative for interest rate cuts, potentially bringing a July cut back into consideration. Conversely, a higher-than-expected rate near 4% would have shelved cut discussions and possibly strengthened the USD.

Instead, the inflation rate remained steady at 3.4%. This "sticky" inflation suggests the Federal Reserve might maintain higher rates for longer, given their data-focused approach.

a line graph showing the US inflation rate (percent) from 2019 to 2024.

image source

Meanwhile, US 10-Year Bond Yields continue to decline, indicating a potential drop in USD strength due to their high correlation. The CME FedWatch tool now shows a 71% probability of a rate cut in September. If inflation data continues to trend lower, a September cut becomes more plausible.

In summary, while the CPI data didn't provide the anticipated market jolt, it sets the stage for future rate cuts, contingent on upcoming inflation trends.

Watch the live stream where we watched the US CPI live.

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