CPI Surprise: Cool Inflation, Hot Markets

Update: 2025-08-12

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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In Channel

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CPI Surprise: Cool Inflation, Hot Markets

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Is Jerome Powell #OpenToWork?

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I'm Just A Big, Beautiful Bill.

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The China deal might affect more than tariffs

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A glimmer of tariff clarity?

2025-05-0515:26

Pretty ugly in the next 30 days.

2025-04-2115:45

Are we in a recession?

2025-04-1415:21

Tariff downsides? Recession and demand destruction.

2025-04-0716:02

Perception is greater than reality

2025-04-0115:45

It's the White House not the Waffle House

2025-03-2415:40

The art of the tariff making deal?

2025-03-1015:24

The 'message' behind tariffs isn't getting across.

2025-03-0315:41

Insights from Dan's day broadcasting live from the White House

2025-02-2415:54

How about growing our way out of this mess?

2025-02-1815:24

The economic tool for non-economic outcomes

2025-02-1015:36

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CPI Surprise: Cool Inflation, Hot Markets

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CPI Surprise: Cool Inflation, Hot Markets

Annex Wealth Management

CPI Surprise: Cool Inflation, Hot Markets