{"id":12100,"date":"2025-03-05T03:28:28","date_gmt":"2025-03-05T03:28:28","guid":{"rendered":"https:\/\/connectwithfund.com\/?p=12100"},"modified":"2025-03-05T03:28:29","modified_gmt":"2025-03-05T03:28:29","slug":"inflation-traders-brace-for-short-term-shock-from-tariffs-immigration-policies","status":"publish","type":"post","link":"https:\/\/connectwithfund.com\/?p=12100","title":{"rendered":"Inflation traders brace for short-term shock from tariffs, immigration policies"},"content":{"rendered":"<p><span class=\"last\">Last Updated: <time datetime=\"2025-03-03T21:04:00.000Z\">March 3, 2025 at 4:04\u202fp.m. ET<\/time><\/span><br \/><span class=\"first\">First <!-- -->Published: <time datetime=\"2025-03-03T19:55:00.000Z\">March 3, 2025 at 2:55\u202fp.m. ET<\/time><\/span><\/p>\n<div id=\"\">\n<style data-emotion=\"css 1erd2mv-StyledNewsKitParagraph\"><![CDATA[.css-1erd2mv-StyledNewsKitParagraph{word-break:break-word;font-size:calc((16 \/ var(--article-base-font-size)) * var(--article-text-size-scale) * 1rem);}]]><\/style>\n<style data-emotion=\"css 1dqcy4b-StyledNewsKitParagraph\"><![CDATA[.css-1dqcy4b-StyledNewsKitParagraph{margin:0;color:rgba(38,38,38,1);font-family:Lato,Helvetica,Arial,sans-serif;font-size:16px;line-height:1.5;font-weight:400;letter-spacing:0px;font-style:normal;text-transform:none;font-stretch:normal;margin-block-end:16px;word-break:break-word;font-size:calc((16 \/ var(--article-base-font-size)) * var(--article-text-size-scale) * 1rem);}.css-1dqcy4b-StyledNewsKitParagraph svg{fill:rgba(38,38,38,1);}.css-1dqcy4b-StyledNewsKitParagraph fontMetrics{cap-height:1433px;ascent:1974px;descent:-426px;line-gap:0;units-per-em:2000px;}]]><\/style>\n<p class=\"e1bc1vag0 css-1dqcy4b-StyledNewsKitParagraph\" data-type=\"paragraph\" font-size=\"16\">Inflation traders are positioning for a consumer-price index that produces a seven-month string of annual headline readings that are near or slightly above 3% on the consumer-price index \u2014 a stretch that\u2019s tantamount to a short-term shock in price gains.<\/p>\n<p class=\"e1bc1vag0 css-1dqcy4b-StyledNewsKitParagraph\" data-type=\"paragraph\" font-size=\"16\">The description of a short-term shock comes from Gang Hu, a trader at New York hedge fund WinShore Capital Partners who has long been prescient about the path that U.S. inflation is most likely to take. In July 2022, <\/p>\n<style data-emotion=\"css 8459s-OverridedLink\"><![CDATA[.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link{-webkit-text-decoration:none;text-decoration:none;color:var(--color-interactiveLink010, interactiveLink010);border-bottom:1px solid;border-bottom-color:var(--color-interactiveLink010, interactiveLink010);}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link svg{fill:var(--color-interactiveLink010, interactiveLink010);}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link:hover{-webkit-text-decoration:none;text-decoration:none;color:var(--color-interactiveLink020, interactiveLink020);border-bottom:1px solid;border-bottom-color:var(--color-interactiveLink020, interactiveLink020);}.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link:hover.css-8459s-OverridedLink.css-8459s-OverridedLink:any-link:hover svg{fill:var(--color-interactiveLink020, interactiveLink020);}]]><\/style>\n<style data-emotion=\"css 1y1y9ag-OverridedLink\"><![CDATA[.css-1y1y9ag-OverridedLink{display:inline;color:var(--color-interactiveLink010);-webkit-text-decoration:underline;text-decoration:underline;}@media screen and (prefers-reduced-motion: no-preference){.css-1y1y9ag-OverridedLink{transition-property:color,fill;transition-duration:200ms,200ms;transition-timing-function:cubic-bezier(0, 0, .5, 1),cubic-bezier(0, 0, .5, 1);}}@media screen and (prefers-reduced-motion: reduce){.css-1y1y9ag-OverridedLink{transition-property:color,fill;transition-duration:0ms;transition-timing-function:cubic-bezier(0, 0, .5, 1),cubic-bezier(0, 0, .5, 1);}}.css-1y1y9ag-OverridedLink svg{fill:var(--color-interactiveLink010);}.css-1y1y9ag-OverridedLink:hover:not(:disabled){color:var(--color-interactiveLink020);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:hover:not(:disabled) svg{fill:var(--color-interactiveLink020);}.css-1y1y9ag-OverridedLink:active:not(:disabled){color:var(--color-interactiveLink030);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:active:not(:disabled) svg{fill:var(--color-interactiveLink030);}.css-1y1y9ag-OverridedLink:visited:not(:disabled){color:var(--color-interactiveVisited010);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:visited:not(:disabled) svg{fill:var(--color-interactiveVisited010);}.css-1y1y9ag-OverridedLink:visited:hover:not(:disabled){color:var(--color-interactiveVisited010);-webkit-text-decoration:underline;text-decoration:underline;}.css-1y1y9ag-OverridedLink:visited:hover:not(:disabled) svg{fill:var(--color-interactiveVisited010);}.css-1y1y9ag-OverridedLink:focus-visible:not(:disabled){outline-color:var(--outlineColorDefault);outline-style:var(--outlineStyleDefault);outline-width:var(--outlineWidthDefault);outline-offset:var(--outlineOffsetDefault);}@media not all and (min-resolution: 0.001dpcm){@supports (-webkit-appearance: none) and (stroke-color: transparent){.css-1y1y9ag-OverridedLink:focus-visible:not(:disabled){outline-style:var(--safariOutlineStyleDefault);}}}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link{-webkit-text-decoration:none;text-decoration:none;color:var(--color-interactiveLink010, interactiveLink010);border-bottom:1px solid;border-bottom-color:var(--color-interactiveLink010, interactiveLink010);}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link svg{fill:var(--color-interactiveLink010, interactiveLink010);}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link:hover{-webkit-text-decoration:none;text-decoration:none;color:var(--color-interactiveLink020, interactiveLink020);border-bottom:1px solid;border-bottom-color:var(--color-interactiveLink020, interactiveLink020);}.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link:hover.css-1y1y9ag-OverridedLink.css-1y1y9ag-OverridedLink:any-link:hover svg{fill:var(--color-interactiveLink020, interactiveLink020);}]]><\/style>\n<p>Hu told MarketWatch there was no reason to expect inflation would come down fast. At the end of 2023, when many traders were focused on the possibility of multiple interest-rate cuts, Hu made the argument that Federal Reserve officials weren\u2019t incentivized to cut borrowing costs immediately. The Fed did not start lowering rates until September 2024, when it delivered the first of three rate cuts toward the end of last year.<\/p>\n<\/div>\n<p>Read the full article <a href=\"https:\/\/www.marketwatch.com\/story\/inflation-traders-brace-for-short-term-shock-from-tariffs-immigration-policies-e64c7003?mod=economy-politics\" target=\"_blank\" rel=\"noopener\" rel=\"nofollow\">here<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Last Updated: March 3, 2025 at 4:04\u202fp.m. ETFirst Published: March 3, 2025 at 2:55\u202fp.m. ET Inflation traders are positioning for a consumer-price index that produces a seven-month string of annual headline readings that are near or slightly above 3% on the consumer-price index \u2014 a stretch that\u2019s tantamount to a short-term shock in price gains. The description of a short-term shock comes from Gang Hu, a trader at New York hedge fund WinShore Capital Partners who has long been prescient about the path that U.S. inflation is most likely to take. In July 2022, Hu told MarketWatch there was no<\/p>\n","protected":false},"author":1,"featured_media":12101,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[38],"tags":[],"class_list":["post-12100","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-economy"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v21.3 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Inflation traders brace for short-term shock from tariffs, immigration policies | ConnectWithFund<\/title>\n<meta name=\"description\" content=\"Last Updated: March 3, 2025 at 4:04\u202fp.m. ETFirst Published: March 3, 2025 at 2:55\u202fp.m. ETInflation traders are positioning for a consumer-price index that\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" 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