Renewed Rotation Risks (Smart Money Is Getting Defensive)

What’s in Today’s Report: Recent Sector Performance Points to Smart Money Getting Defensive

Key Levels to Watch: S&P 500, 10Y, Gold, VIX

What’s in Today’s Report: CPI Technical Preview: S&P 500, 10Y, Gold, VIX and more…

CPI Preview: Good, Bad, & Ugly

What’s in Today’s Report: Thoughts on the Meme-Stock Revival. CPI Preview: Good, Bad, & Ugly.

The key parts of the release will be one and five-year inflation expectations

Sevens Report Research’s Tom Essaye writes that the key parts of the release will be one-year inflation expectations and five-year inflation expectations.

The latest data point to offer a whiff of stagflation

The U.S. consumer sentiment report was the latest data point to “offer a whiff of stagflation,” said Tyler Richey, co-editor at Sevens Report Research.

A high-frequency proxy for consumer spending

“Gasoline demand is being closely watched as a high-frequency proxy for consumer spending,” said Tyler Richey, co-editor at Sevens Report Research.

Are Stagflation Risks Real?

What’s in Today’s Report: Are Stagflation Risks Real? Weekly Market Preview: If Treasury Yields Rebound, Will That Hit Stocks?