🌎Markets are being pulled in opposite directions.

While inflation cools and rate-cut expectations build, the Fed remains cautious and the US dollar stays strong — keeping markets on edge.

📊 Key macro signals:

◽ US CPI slowed to 2.7% YoY, Core CPI to 2.6%

▪ Consumer confidence weakened (Michigan index 52.9)

▪ Inflation expectations (1Y) rose to 4.2%

▪ US unemployment climbed to 4.6%, the highest since 2021

👔Fed outlook:

NY Fed’s John Williams sees no urgency to cut rates, stating policy remains slightly restrictive despite softer labor data.

USD strength:

The US Dollar Index (DXY) trades near 98.70, its highest level since Dec 11.

⚠ Geopolitics back in focus:

Rising US–Venezuela tensions offset cautious optimism around Russia–Ukraine peace talks.

📌 Bottom line:

Markets remain guided by Fed expectations, USD strength, and geopolitical uncertainty — a mix that continues to drive volatility across assets.

#Macro #CPIWatch #usd #MarketSentimentToday #Geopolitics