Inflation came in tame, now what? Let’s put together what this all means in the Weekly Update with Brett Witkowski. Surprisingly, there were no surprises with the CPI report. Aggressive rate cut expectations are being priced out. Now markets are flopping around due to the “rate rescue” which may not be coming as quickly as we previously thought.

During this time, we want to focus on two things; the intensity of the current storm and signs that the storm is ending.