good or bad news?

According to Odaily, Principal Asset Management analyst Seema Shah stated that the latest U.S. Consumer Price Index (CPI) report has provided some much-needed relief to the stock market, alleviating immediate concerns about stagflation and creating room for the Federal Reserve to consider lowering interest rates. However, she cautioned that the stock market is unlikely to fully embrace a 'rate-cut euphoria' from the Federal Reserve. Shah emphasized that this CPI report might represent a calm before a potential storm. She noted that the Federal Reserve needs to wait for clarity on tariff policies, which, once implemented, could lead to at least some price increases. Over time, the inflation situation might worsen, and both the Federal Reserve and the market remain uncertain about how this will unfold.