K-Shaped CPI Report for a K-Shaped Economy, Says JPM’s David Kelly

Bloomberg Published Updated Economy
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Affected assets and topics

REPORT FEDERAL RESERVE

Why it matters

JPMorgan's David Kelly expects a K-shaped CPI report, indicating a divided economy, which may lead the Federal Reserve to continue cutting interest rates.

Expected market reaction

Bullish Confidence 80% How confidence is read Impact: Moderate

Market impact analysis based on bullish sentiment with 80% confidence.

Evidence trail

Evidence
Source Bloomberg
Claim K-Shaped CPI Report for a K-Shaped Economy, Says JPM’s David Kelly
AI inference Bullish · 80%
Generated 2025-10-24 13:43

AI provenance

Analysed by Llama 3.1 8B Instant (Groq) Methodology v1.0 Generated
Technical identifiers
Provider tag
groq-llama-3.1-8b-instant
Analysis version
groq-llama-3.1-8b-instant
Article id
2092

Original source

David Kelly, chief global strategist at JPMorgan Asset Management, breaks down the US CPI report for September as he expects the Federal Reserve to “keep on cutting rates.”

Read the full article on Bloomberg

Original article published by Bloomberg on October 24, 2025. Analysis and insights provided by AnalystMarkets AI.

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Llama 3.1 8B Instant (Groq) · 40.5% correct across 1187 scored calls on indices See the full record