I noticed an interesting paradox in the market. Inflation seems to be falling, but then energy prices start to rise, and this positive trend begins to crack.

Here's the point: according to Jin10, the jump in oil and gas creates real problems for the Fed. It might seem like a good idea to consider lowering interest rates, but no — the rise in energy prices throws that idea out the window. The central bank has to be even more cautious because an energy crisis could quickly reignite inflation.

The situation looks like this: on one hand, overall inflation is indeed decreasing, which is good. On the other hand, rising energy prices create constant pressure and complicate the entire macroeconomic picture. The Fed finds itself in a trap: it can't rush to ease policy because energy shocks could at any moment spoil market sentiment.

Ultimately, this means plans to cut interest rates are postponed, and the economic outlook remains uncertain. The rise in energy prices is a variable that could change everything in the coming months.