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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P&L Staff
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.
Mixed Labor Signals Set Up Key Test in Jobs Report
ADP’s 41,000 December gain and lower JOLTS openings contrast with rising job-loss fears before Jan. 9.