Inflation Expectations Just Jumped to a Three-Year High as Americans Now Expect 3.9% Inflation

Impact · against what's priced in

The rise in inflation expectations and the Fed's reluctance to cut rates reinforce existing market assumptions for SoFi, offering no new catalyst. While the broader macro environment remains challenging for lending margins, the company's specific promotional activity is a marketing tactic rather than a shift in fundamentals.

SOFI−0.10

Already priced in

The price assumes

Conservative guidance that assumes up to two Federal Reserve rate hikes this year