Muted Inflation Advance Offers Fed Breathing Room Ahead of Jackson Hole Symposium
THE SO WHAT
A 3.3% core PCE print gives operators a bit more rate-path visibility—less fear of surprise hikes, more room to underwrite multi-year AI and infra capex. If you’ve been holding back on long-dated spend due to macro uncertainty, this is a modest green light to firm timelines, not to lever up.
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