Expert commentaries

Softer CPI Fuels Rate Cut Bets, But Geopolitics Could Test Risk Rally

By Marek Hric

U.S. inflation surprised to the downside, igniting expectations for three Fed rate cuts in 2025 and driving momentum in risk assets, including crypto. While liquidity inflows could accelerate once the Fed confirms its policy path, upcoming Trump–Putin talks on Ukraine and economic cooperation may inject volatility into markets.