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Sep 11 2025
Inflation Watch

Inflation: Cuts Coming With Core At 3%

  • Sep 11, 2025

CPI data from August was hottest since January but mostly inline with expectations. The market is looking for three rate cuts in the last three meetings of 2025. Tariff-related price increases are starting to show up but importers seem to be eating at least some of the costs.

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About The Author

Phil Segner / Sr. Research Analyst & Co-Portfolio Manager

Phil Segner Sr. Research Analyst & Co-Portfolio Manager

Phil contributes to Leuthold research publications and is the author of the Green Book's At Random.

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