If inflation surprises to the upside then that will push yields higher and pressure stocks
If inflation surprises to the upside then that will push yields higher and pressure stocks: Tom Essaye Quoted in Morningstar
EMEA Morning Briefing: Investors Await Fed’s Preferred Inflation Gauge
Focus is on the U.S. PCE inflation report – the Fed’s preferred measure of inflation, due later today. “[Markets] are counting on inflation to stay subdued to keep expectations for two rates cuts in 2025 intact,” said Tom Essaye of Sevens Report Research. “If inflation surprises to the upside – which is unlikely given CPI and PPI were light – then that will push yields higher and pressure stocks.”
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