Tariffs could factor into Fed's rate-cut plans amid inflation concerns, experts say

Published On Feb 12, 2025, 6:25 PM

The Federal Reserve is reconsidering its plans for interest rate cuts due to rising inflation and uncertainties around tariffs proposed by the Trump administration. The latest Consumer Price Index data showed a 3% increase in inflation for January, higher than expected. Experts suggest that if inflation continues to rise and tariffs are implemented, it may delay or prevent the Fed from making further rate cuts, which had previously been anticipated by the markets.

Stock Forecasts

SPY

Negative

The rising inflation may lead to reduced expectations for Fed rate cuts, which can hurt growth-oriented stocks as higher rates can squeeze company profits. Additionally, persistent inflation could increase the volatility in the market, particularly affecting sectors exposed to consumer prices.

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