Macro ahead
TomInflation (CPI)Hotter-than-trend inflation usually pressures stocks — especially high-growth and tech names that are sensitive to rates.
TomCore Inflation (Core CPI)A sticky-high core print tells the market rate cuts are further off, which weighs on rate-sensitive stocks.
ThuProducer Prices (PPI)Hot PPI hints inflation is brewing upstream, a headwind for rate-sensitive stocks and for companies that can't pass on higher input costs (margin squeeze).
TueJob Openings (JOLTS)Falling openings ease the Fed's inflation worry, which can help rate-sensitive stocks; a still-hot number argues for higher-for-longer rates.
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