President Donald Trump has been a controversial figure when it comes to his tariff policies, with many critics warning about the potential for higher inflation. However, the latest consumer price index report has delivered a surprise that even caught CNBC senior economics reporter Steve Liesman off guard.
Liesman, who has been vocal in his criticism of Trump’s tariff strategy, was surprised by the latest CPI numbers. He noted that the headline U.S. CPI rose 2.7% year over year in November, down from a 3.0% increase in September. Core CPI, which excludes volatile food and energy prices, also eased to 2.6% year over year in November, from 3.0% in September.
Despite his previous warnings about the impact of Trump’s tariffs, Liesman admitted that the numbers were better than expected. He also highlighted the month-over-month figures, which showed a very low monthly rate of increase. This unexpected data led other experts, like Harvard economist Ken Rogoff, to express surprise as well.
Rogoff noted that the softer inflation print could have positive implications for the market. He suggested that lower interest rates could be on the horizon, which would be favorable for investors. The reaction in the markets seemed to reflect this sentiment, with stocks rebounding sharply following the release of the CPI report.
The Federal Reserve has already cut its benchmark rate three times in 2025, and if inflation continues to cool, there may be room for additional cuts in 2026. This could create a favorable environment for investors seeking to capitalize on market opportunities.
In light of these developments, investing in assets like real estate could be a smart move. Real estate has historically been a reliable hedge against inflation, with property values and rents typically rising alongside the cost of living. Both President Trump and legendary investor Warren Buffett have highlighted the benefits of real estate as an income-generating asset.
Platforms like Arrived and First National Realty Partners offer investors the opportunity to invest in real estate without the hassle of being a landlord. These platforms allow investors to access income-generating properties with as little as $100, providing a convenient way to diversify their portfolios.
In conclusion, the surprising CPI report and the potential for lower interest rates could create attractive opportunities for investors. By considering investments in assets like real estate, individuals can position themselves to benefit from market trends and economic conditions.
