Inflation Remained Sticky Ahead of Trump's Escalating Trade War
Portfolio Pulse from
February's Personal Consumption Expenditures (PCE) data revealed persistent inflation at 2.8% year-over-year, exceeding the Federal Reserve's 2% target. Consumer spending rose 0.4%, but economic uncertainty looms due to escalating trade tensions and potential tariffs. The Fed remains cautious, holding interest rates steady and anticipating slower growth and higher inflation through 2025.

March 28, 2025 | 1:00 pm
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NEGATIVE IMPACT
S&P 500 ETF may experience market uncertainty due to persistent inflation, potential tariffs, and Fed's cautious monetary policy stance.
Persistent inflation above Fed's target, escalating trade tensions, and potential economic slowdown could negatively impact broad market sentiment and stock valuations.
CONFIDENCE 85
IMPORTANCE 90
RELEVANCE 80