Analyst: CPI data may be "ignored," with US-Iran negotiations becoming the only variable

MarsBitNews · 2026-04-10T12:11:30+00:00

Mars Finance reports that foreign exchange analyst Giuseppe Dellamotta stated that the market is focused on US-Iran negotiations, believing that the rise in inflation in March is related to the war, and that today's data may be overlooked. Despite significant divergence in overall CPI forecasts, core CPI predictions are more concentrated; the Federal Reserve maintains a neutral stance and is expected to have 7 basis points of easing room by the end of the year.

MarsBitNews

2026-04-10 12:11:30

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Mars Finance News, April 10th, foreign exchange analyst Giuseppe Dellamotta stated that, given the market focus on US-Iran negotiations and the widespread belief that March inflation data rose due to the war, the market is likely to ignore today’s data because everything depends on the outcome of the US-Iran talks. We can see that there are significant disagreements over the overall CPI forecast, but the forecast for core CPI is more concentrated. The Federal Reserve is currently in a firm neutral stance but has opened the door for further tightening to prevent inflation expectations from rising or if the war lasts longer than expected. The market expects a 7 basis point easing space by the end of the year, which means that neither rate hikes nor cuts are expected in 2026. (Jin10)

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