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![SoJustFollowMe Avatar](https://lunarcrush.com/gi/w:24/cr:twitter::1727355254549692416.png) Denistratos [@SoJustFollowMe](/creator/twitter/SoJustFollowMe) on x XXX followers
Created: 2025-07-15 13:56:08 UTC

JUNE INFLATION - NO SURPRISES

The headline #CPI came in at +0.3% m/m and +2.7% y/y - overall, that’s within expectations.
#CoreCPI (excluding volatile categories) was +0.2% m/m and +2.9% y/y.

CORE CPI IS TICKING UP - BUT NOTHING DRAMATIC

Yes, core inflation is accelerating - just as expected, the pressure is coming from services.
That part remains sticky: the trend is slow but persistent. In the base case, we’re likely heading back above X% y/y.

TARIFF-EXPOSED CATEGORIES - STILL QUIET

Interestingly, there’s no visible pickup yet in the categories expected to be hit by tariffs.
Inventory levels and intense competition are still holding prices down, especially in durable goods.

RATE CUT EXPECTATIONS - LOOKING MORE GROUNDED

The market’s increasingly pricing in two rate cuts this year.
In my view, that’s a reasonable outlook based on current data - no overreaction either way.

#SoJustFollowMe #SoJustMarketAnalytics #Fed #Powell #Inflation $SHY $IEF $TYD $TLT $TMF

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XXX engagements

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**Related Topics**
[categories](/topic/categories)
[inflation](/topic/inflation)

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