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Special Report

Inflation Research Brief

October 2025

CRE Confidence Builds as Inflation Stays Contained and Fed Sustains Rate Cuts

 

Gradual inflation path reinforces Fed easingPrices advanced at a measured pace in September. Recent tariffs continue to pass through to some consumer prices, yet many firms have likely absorbed input cost pressures to preserve demand and market share, tempering overall inflation. An outlook for inflation to stay relatively contained at around 3 percent in 2026 should support the Federal Reserve’s ongoing rate-cutting stance, barring new cost shocks.

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