PCE: Fed's preferred inflation gauge meets expectations in December

Published On Jan 31, 2025, 9:09 AM

The latest reading of the core Personal Consumption Expenditures (PCE) index, which is the Federal Reserve's preferred inflation measure, showed a 0.2% increase in December, meeting Wall Street's expectations. The year-over-year increase for the core PCE remained at 2.8%, with the overall PCE rising 2.6% compared to the previous month. The Federal Reserve has paused its interest rate cuts, emphasizing that inflation is above their target and signaling that they are waiting for more data, especially regarding recent tariffs which could impact inflation further.

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The Fed's pausing of interest rate cuts suggests they are taking a cautious approach as inflation remains a concern. If inflation continues to meet expectations, it could lead to potential tightening of monetary policy in the future, which typically strengthens financial sectors as borrowing costs rise.

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