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Analyst Summaries Post CPI

US OUTLOOK/OPINION

Analysts reviewed below for the most part expect the Fed to pause in June at current levels but push back on market pricing of cuts ahead. One notable exception is Citi still looking for two further hikes in June and July.


You can find select excerpts from each analyst in the MNI Inflation Insight here:


Analyst

Summary

ABN

Fed To Remain Open To Further Hikes But Suspect Have Seen Rates Peak

BMO

Something In The Report For Both FOMC Hawks and Doves

BofA

Discouraging Topline, Encouraging Details –Comfortable With June Pause

CIBC

Still Hot Pace In Core Inflation Keeps Rate Cuts In 2024

Citi

Continue To Expect Two More Rate Hikes In June And July

Commerzbank

Peak In Rates Likely Seen But No Cuts This Year

GS

Supportive Of Call For June Pause

ING

Nov and Dec Looking Decent Bets For Moving To More Neutral Policy Setting

JPM

Supports Those On FOMC In Favor Of Pausing In June

MS

Keeps Door Open For June Hike But We Continue To See Conditions Supporting Pause

NatWest

A Few Pockets Of Moderation, Didn’t Move The Needle For Core PCE Print

Pantheon

Fed’s Line Of No Rate Cuts This Year Could Soon Become Indefensible

RBC

Continue To See The Last Week’s Hike As The Peak With Fed On Hold Until Later This Year

Scotia

Caution Relying Too Heavily Upon Market’s Interpretation Of Core Services Ex Housing

TD

Sticky Underlying Inflation Supports View That Final 25bp Hike In June On The Table

Unicredit

Supports Pause In June But No Cuts Until 2024

Wells Fargo

Rates Seen Maintained At Current Level For Foreseeable Future

Wrightson ICAP

Stronger Than Expected Core CPI But Disappointment Offset By Composition

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