Inflation Eases but War Clouds—Staying on the Sidelines
June 17, 2025 - Update
Macro
A new war has started in the Middle East. This is tragic and adds market risk. Headlines will likely steer prices for now.
Inflation came in a bit lower than expected. Tariff effects are still ahead, and oil could rise if the conflict drags on. The Fed will likely wait for clearer data before cutting rates.
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