Cautious Consumers Pull Back as Tariff-Driven Inflation Risks Rise
Plus, why an interest rate cut in September is not a sure thing.
00:00 Introduction
00:34 What Investors Need to Know About the Lack of Consensus at the Fed
03:23 Interest-Rate Forecast 2025
04:24 Is there a Risk from Slower Economic Growth from the New GDP Report?
07:49 Would Tariffs Cause a Price Increase for Consumers?
Read more about Preston’s outlook for the Fed:
The Fed Tees Up a September Rate Cut, but Will it Happen? https://www.morningstar.com/economy/fed-tees-up-september-rate-cut-will-it-happen
What to watch from Morningstar.
Morningstar’s Q3 2025 US Market Outlook: Has the Storm Passed, Or Are We in the Eye of a Hurricane? https://youtu.be/4EUJNmDS1FM?si=82nroE4Edn114A0L
Market Volatility: 4 Key Factors to Track in Q3 2025 https://youtu.be/5oBnvJG00gI?si=ao0cvzkL0gfTm91h
3 Stocks to Buy and 3 Stocks to Sell After Earnings https://www.youtube.com/live/55lIDOFd4So?si=WjK-A8bycZ2qcGA6
Is the International Outlook Brighter Than the US? https://youtu.be/-Sc7rF4jSTw?si=fWKtHwrAtX_t4Brz
Read what our team is writing.
Preston Caldwell https://www.morningstar.com/people/preston-caldwell
Ivanna Hampton https://www.morningstar.com/people/ivanna-hampton
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