Is Inflation back in 2025?

Posted: Jan 12, 2025

  • Jobs data last week caused market volatility
  • December CPI report expected to be 0.3% m/m and 2.7% y/y
  • Bond market pushing up yields in anticipation of stubborn inflation
  • Jobs in health care, restaurants & hospitality increased
  • Retailers ramped up inventories in anticipation of potential dock workers strike
  • New government policy may affect market, but earnings are what counts
  • Bond vigilantes driving 10 year yields
  • Earnings season is key, market may broaden
  • Possible buying opportunities in areas mentioned


What do people on Reddit think?

🚨 Reddit sentiment: mixed/negative - Comments present a general concern about rising inflation with various contributing factors expected in 2025. While some view the situation as manageable, the broader sentiment leans towards negative due to potential price hikes and economic pressures. Summarized comments: - Many consumers are experiencing price increases in various product categories, notably chocolate and food distribution - The lack of a common factor causing these price hikes, with stable gas and salaries - Bond yields are rising due to expectations of future inflation driven by tariffs and labor market trends - Commentary on the Federal Reserve's potential actions and public reaction to tech layoffs - Speculation about rising inflation in 2025, with potential contributing factors including tariffs, tax cuts, and changes in immigration policy - The incoming administration's proposals, such as tariffs and tax cuts, being seen as inflationary - The interest in I bonds is linked to expected inflation - There are clear indicators pointing to an inflation increase, though uncertainty remains



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