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Source document· March 24, 2026

The First Federal Reserve Inflation Forecast for March Is In -- and It's Not Pretty

View original at nasdaq.com
The First Federal Reserve Inflation Forecast for March Is In -- and It's Not Pretty Key Points Oil price shock events are historically bad news for the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite…
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What we drew from this source

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  • Sustaining the near-parabolic moves observed in the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite will prove difficult, if not impossible, given high valuations and lack of rate cuts

    60% confidence
  • CPI is expected to surge to 3.02% in March 2026

    60% confidence
  • Personal Consumption Expenditures (PCE) are expected to jump from an estimated 2.67% in February to 3.14% in March

    60% confidence
  • There is now a higher probability of a Fed rate HIKE (8%) in April than a rate CUT (0%)

    60% confidence
  • CPI is expected to surge to 3.02% in March 2026, up from 2.4% in February

    60% confidence
  • Netflix recommendation on December 17, 2004 would have turned $1,000 into $495,179

    60% confidence
  • The Iran war represents the largest disruption to the global energy supply chain in history

    60% confidence
  • Gas prices in the US have moved up to $3.88/gallon, their highest level since October 2022. The 33% spike over the last month ($2.92/gallon to $3.88/gallon) is the biggest we've seen in the past 30 years.

    60% confidence
  • Oil price shock events are historically bad news for the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite

    60% confidence
  • Sustaining the near-parabolic moves in the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite will prove difficult, if not impossible, if rate cuts are off the table

    60% confidence
  • Gas prices have moved up to $3.88/gallon, their highest level since October 2022. The 33% spike over the last month ($2.92/gallon to $3.88/gallon) is the biggest we've seen in the past 30 years.

    60% confidence
  • The Iran war represents the largest disruption to the global energy supply chain in history

    60% confidence
  • Personal Consumption Expenditures expected to jump from 2.67% in February to 3.14% in March

    60% confidence
  • The Cleveland Fed is now forecasting a 3% CPI Inflation reading for March, up from 2.4% in February. There is now a higher probability of a Fed rate HIKE (8%) in April than a rate CUT (0%).

    60% confidence
  • Nvidia recommendation on April 15, 2005 would have turned $1,000 into $1,058,743

    60% confidence
  • CPI expected to surge to 3.02% in March, up from 2.4% in February

    60% confidence
  • Sustaining the near-parabolic moves in the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite will prove difficult, if not impossible without Federal Reserve rate cuts

    60% confidence
  • Oil price shock events are historically bad news for the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite

    60% confidence
  • Oil price shock events are historically bad news for the Dow Jones Industrial Average, S&P 500, and Nasdaq Composite

    60% confidence
  • The Cleveland Fed is now forecasting a 3% CPI Inflation reading for March, up from 2.4% in February. There is now a higher probability of a Fed rate HIKE (8%) in April than a rate CUT (0%).

    60% confidence
  • We've shifted from an expectation of one or more rate cuts in 2026 to the very real possibility of rate hikes

    60% confidence
  • Stock Advisor's total average return is 898% compared to 183% for the S&P 500

    60% confidence
  • Approximately 20% of the world's liquid petroleum needs travel through the Strait of Hormuz in a given day

    60% confidence
  • Gas prices in the US have moved up to $3.88/gallon, their highest level since October 2022. The 33% spike over the last month ($2.92/gallon to $3.88/gallon) is the biggest we've seen in the past 30 years.

    60% confidence
  • A rapid increase in inflation has the potential to throw a monkey wrench into the Federal Reserve's current rate-easing cycle

    60% confidence
  • The Iran war represents the largest disruption to the global energy supply chain in history

    60% confidence
  • Stock Advisor's total average return is 898%, compared to 183% for the S&P 500

    60% confidence
  • Personal Consumption Expenditures (PCE) are expected to jump from an estimated 2.67% in February to 3.14% in March

    60% confidence
  • Approximately 20% of the world's liquid petroleum needs travel through the Strait of Hormuz in a given day

    60% confidence
  • Stock Advisor's total average return is 898% compared to 183% for the S&P 500

    60% confidence

Data points we hold from this source

Board of Governors of the Federal Reserve System · rate hike probability8.3 percent
Board of Governors of the Federal Reserve System · rate cut probability0 percent
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The Agentic Takeover of the CFO's Office
Enterprise finance software vendors—BlackLine, OneStream, Numero AI, and Oracle—are racing to embed autonomous AI agents into core financial operations (close, consolidation, reporting), backed by consolidation M&A (Numero-Royu, BlackLine-WiseLayer), fresh leadership hires, and survey data showing nearly a quarter of CFOs plan to boost AI spending over 50%. Adoption momentum is strong even as at least one bellwether (Oracle) sees its stock lag year-to-date, suggesting the market hasn't yet fully priced in the shift from AI-as-feature to AI-as-agent in finance.
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Satellite-Terrestrial Network Integration Acceleration
Increased investment and launches in hybrid satellite-cellular networks across telecom industry; competitive responses from other carriers; regulatory activity around satellite spectrum; expansion of emergency/rural connectivity use cases
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Where sources disagree
Morgan Stanley & Co. LLC
Two significantly different EPS values (10.21 vs 2.68 USD_per_share) are reported for Morgan Stanley on the same observation date (2025-12-31). Fact A specifies FY 2025, while Fact B's 'N/A' fiscal period is ambiguous. If both represent FY 2025 annual EPS, these values directly conflict. The magnitude of the difference (3.8x) is too large to attribute to rounding or minor calculation variations. The missing fiscal period in Fact B raises data quality concerns, but same-date observation + same attribute should reference the same period.
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