MacroBrew – US: Soft CPI, Fed Implications and Politics
In this episode, we explore what the weak CPI number means for the Fed, markets, and a recap on the midterms elections
- After forecasting the core CPI print, is the market still underpricing the Fed?
- What is the likely path of CPI and what are the risks to the view?
- What could the results of the midterms mean for markets?
In this episode of Fireside Chats, we speak with our US Economists about Rob Dent and Aichi Amemiya on what the weak CPI number means for the Fed, markets and of course a recap on the midterms too. We also discuss the potential path of CPI and how results from the midterms could impact markets going forward.
Listen to us on
Contributor
Robert Dent
Senior US Economist
Aichi Amemiya
Senior US Economist
Disclaimer
This content has been prepared by Nomura solely for information purposes, and is not an offer to buy or sell or provide (as the case may be) or a solicitation of an offer to buy or sell or enter into any agreement with respect to any security, product, service (including but not limited to investment advisory services) or investment. The opinions expressed in the content do not constitute investment advice and independent advice should be sought where appropriate.The content contains general information only and does not take into account the individual objectives, financial situation or needs of a person. All information, opinions and estimates expressed in the content are current as of the date of publication, are subject to change without notice, and may become outdated over time. To the extent that any materials or investment services on or referred to in the content are construed to be regulated activities under the local laws of any jurisdiction and are made available to persons resident in such jurisdiction, they shall only be made available through appropriately licenced Nomura entities in that jurisdiction or otherwise through Nomura entities that are exempt from applicable licensing and regulatory requirements in that jurisdiction. For more information please go to https://www.nomuraholdings.com/policy/terms.html.
