Summr AI Views: Interpreting the Latest CPI Data

Recent CPI data showed a 0.3% month-over-month increase, with core inflation at 0.2% (BLS, 2025-07-02).
Our AI models suggest this print reinforces the disinflationary trend but highlights sticky services inflation.
We anticipate the Fed will hold rates steady in the near term, awaiting more conclusive data.
Key sectors to watch include technology and consumer discretionary, which may react to shifting consumer expectations.
This development underscores the importance of diversification and a forward-looking research process.