Tariffs Mute Inflation but Weaken Hiring as Uncertainty Lingers
With unemployment at 4.4% and manufacturing down 70,000 jobs since April, a Supreme Court ruling may reset sentiment.
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P&L Staff
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.
Jobs Slowdown Puts March Fed Rate Cut Back in Play
December job gains fell to 50,000, fueling spring cut hopes, but wage growth risks sticky inflation.
Jobs Report Looms as Mortgage Rates Hover Near Lows
Markets watch Friday jobs volatility, steady-lowish mortgage rates, and China’s CPI rise amid PPI deflation.
China CPI Hits Three-Year High as PPI Deflation Persists
December CPI rose 0.8% on seasonal food shifts, while PPI fell 1.9%, highlighting weak demand.