2026 Risk Rally Leans on 2.7% CPI and Fed Cuts
With S&P 500 near 6,966, optimism hinges on softer inflation, capex incentives, and stable hiring.

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Ben Carter is a staff writer at P&L, covering markets, dealmaking, and public companies. He previously worked in equity research, focusing on valuation, earnings, and IPOs.
With S&P 500 near 6,966, optimism hinges on softer inflation, capex incentives, and stable hiring.
December job gains fell to 50,000, fueling spring cut hopes, but wage growth risks sticky inflation.
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