What You'll Learn Market Overview Following last week's update, expectations for further monetary easing continue to strengthen. We now anticipate 25 basis points of cuts in October and an additional 50 basis points in December. The latest CPI print of 0.3% month-on-month, below the 0.4% consensus, suggests that tariffs are having only a modest inflationary effect. However, the ongoing U.S. government shutdown has effectively frozen most macroeconomic data releases, leaving investors to rely heavily on this ...