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Birdie_OKX
October's 0.3% monthly core CPI print matters because it met the threshold Governor Waller had previously cited for considering a 50 bps move. Yet pricing still puts 25 bps as December's base case after the 50 bps odds eased.
That gap is useful: inflation data strengthened the case for restraint, but it did not settle the committee's reaction function. The jump in two-year yields shows policy sensitivity remains high.
#USJobsCPIBeatForecasts
