Underlying inflation pressures remain a shadow for the Fed – RBC Capital Markets’ Frances Donald

Seeking Alpha · 2026-07-14

While June's flat core CPI reading offers temporary relief, underlying inflation pressures remain a significant concern, said Frances Donald, chief economist at RBC Capital Markets. In a Bloomberg podcast interview, Donald emphasized that the headline decline is almost entirely driven by

AI 시장 분석

The Fed's inflation pressure concerns remain high despite June's CPI moderation. RBC Capital Markets' Frances Donald economist explains this.

상승 영향

Interest Rate — With ongoing inflation pressure concerns, interest rates may decrease, which would have a positive impact on semiconductors and defense stocks in a low-rate environment.
Semiconductors — With ongoing inflation pressure concerns, the Fed may opt for a rate cut, which would have a positive impact on semiconductors in a low-rate environment.
Defense — With ongoing inflation pressure concerns, the Fed may opt for a rate cut, which would have a positive impact on defense stocks in a low-rate environment.

하락 영향

Semiconductors — With inflation pressure concerns still ongoing, the Fed is more likely to raise interest rates, which would negatively impact semiconductor stocks in this environment.
Defense — With inflation pressure concerns still ongoing, the Fed is more likely to raise interest rates, which would negatively impact defense stocks in this environment.

DYAX 전담 분석

With ongoing inflation pressure concerns, the Fed may opt for a rate cut, which would have a positive impact on

semiconductor and defense stocks in a low-rate environment.

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Underlying inflation pressures remain a shadow for the Fed &#x2013; RBC Capital Markets&#x2019; Frances Donald