Trump's Tariffs Hit Consumer Prices as Fed Prepares Rate Cuts

Early tariff impact emerging just as Fed considers emergency easing

Economists are detecting the first clear signs of Trump's sweeping tariffs showing up in consumer prices, with core goods inflation hitting a more than two-year high.

Despite this inflationary pressure, devastating employment data has pushed Fed rate cut odds to 94% as labor market concerns trump price worries.

This creates a complex investment environment where tariff-driven inflation meets employment-driven easing, potentially setting up explosive sector rotations. Access full story here.

-Christopher

P.S. Home furnishings, used cars, and other tariffed goods are spiking while the Fed prepares to ease - this contradiction rarely lasts. You really need to read this before it's too late.