Maybank Forecasts US CPI, Stable Inflation Could Affect Market Expectations of Fed Policy
Publication Time:2024-08-12 12:01:05
In its latest foreign exchange research and strategy report, Maybank analysts mentioned that the market generally expects the core Consumer Price Index (CPI) for July to increase by 3.2% year-on-year, a slight decrease from June’s 3.3%. This prediction is considered the most positive scenario. If the inflation data is indeed as such, it may lead to a weakening of investor expectations for aggressive rate-cutting strategies by the Fed. However, despite this, the data might also prompt further appreciation of the US dollar. Yet, if risk sentiment improves, it could potentially limit the upward trend of the dollar.
Market Reaction
Fed policy
inflation expectations
US CPI