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📊INFLATION EXPECTATIONS vs REFINANCING ACTIVITY

📉INFLATION EXPECTATIONS DROP TO 2.5% IN MAY
The dip signals improving price stability sentiment among firms. It may support the Fed’s case for holding or easing, boosting risk appetite modestly.

📉REFINANCING ACTIVITY FALLS, NOW JUST 36.6% OF LOANS
Higher rates are choking refi demand, reducing lender revenue and household liquidity. Housing and credit-sensitive sectors may feel further drag if trend persists.