1. Inflation is projected to exceed 3% by late 2025, reverting to its post-2022 growth trajectory; 2. Market indicators such as CPI swaps and price-paid indexes signal rising inflation pressures, with headline CPI expected at 2.4% and core CPI at 2.9% year-over-year; 3. The Federal Reserve is unlikely to cut rates soon due to persistent inflation and neutral real rates, making current market expectations for cuts premature.
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