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Inflation Expectations

2 articles on this topic, newest first.

5% Rates and AI: This Week's Real Variables Are Oil and Cash Flow

The Fed hiked rates for the first time in three years even as core CPI cooled to 2.4% in August. The market's real question this week is not whether inflation has fallen, but whether an oil shock revives inflation expectations and long-term yields, and whether AI earnings are strong enough to survive 5% rates.

Investing

S&P 500 Rises 0.86%, Yet Rate-Hike Odds Hit 90%: The Real Reason Stocks Rallied

Stocks and rate expectations moved in the same direction on Friday, an unusual pairing. The market did not shake off inflation worries; a sharp oil price drop and an oversold bounce simply outweighed rate pressure for one day.

Morning Brief