Justin Low: The US November CPI report will be incomplete, reducing data reliability.
AI Summary1 min read
TL;DR
Analyst Justin Low warns that the US November CPI report will be incomplete due to a government shutdown, reducing data reliability and creating uncertainty about inflation details, though market impact may be limited.
Tags
CPI reportinflationdata reliabilityFederal Reservemarket impact
According to Mars Finance, citing Jinshi, analyst Justin Low pointed out that due to the previous government shutdown, the November CPI report will be incomplete, possibly only reporting price levels for November. Limited data reduces the reliability of the report, creating uncertainty regarding the details of monthly inflation. While inflation may be slowing, and tariffs have boosted core commodity prices, seasonal discounts have limited prices. The market may react briefly, but the incomplete data limits its lasting impact on Federal Reserve expectations.