CPI Surprise: Cool Inflation, Hot Markets
Aug 12, 2025•16 min•Ep. 149
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Episode description
In this episode of The Difference, Dan O'Donnell and Brian Jacobsen unpack the latest Consumer Price Index (CPI) report, which came in cooler than expected and sparked optimism across financial markets. They explore what this means for future Fed rate cuts, the real impact of tariffs, and whether reshoring U.S. manufacturing is more than just a political promise.
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