1. Calls for a September rate cut are premature due to higher-than-expected CPI and PPI data, along with rising tariffs increasing inflation risks; 2. Inflation is projected to peak around 3.4% by May 2026, with producer prices signaling further consumer price increases; 3. A September rate cut without significant labor market deterioration risks exacerbating inflationary pressures, making it a potential policy error.
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