Inflation rose in February, keeping the Federal Reserve on track to wait until at least summer before lowering interest rates. The consumer price index increased 0.4% for the month and 3.2% from a year ago. The annual rate was slightly above expectations. The 2.3% increase in energy costs contributed to the rise in inflation. Fed officials are likely to cut rates this year but need greater confidence that inflation is moving back to target.
Key Points
Consumer price index rose 0.4% for the month and 3.2% from a year ago
Energy costs and shelter contributed to inflation increase
Fed officials likely to cut rates but need greater confidence in inflation outlook
Pros
Resilient consumer base supported by a strong labor market
Economic growth contributing to Fed's cautious approach to rate cuts
Inflation rate slightly above expectations, indicating potential need for Fed action
Cons
Inflation remains above Fed's 2% target
Concerns over durable inflation due to strength in the economy