WS #16095
Macro risks are escalating. A White House senior adviser stated that 'inflation looks like it's back,' dampening rate-cut expectations. Polymarket data shows increased probability of a Fed rate hike in October, challenging the soft-landing narrative. CME Group's imminent earnings are closely watched for volume trends, with analysts expecting strong international growth. The inflation resurgence supports the energy complex and financials but pressures growth stocks and REITs.
Macro Inflation and Rates
Macro risks are escalating. A White House senior adviser stated that 'inflation looks like it's back,' dampening rate-cut expectations. Polymarket data shows increased probability of a Fed rate hike in October, challenging the soft-landing narrative. CME Group's imminent earnings are closely watched for volume trends, with analysts expecting strong international growth. The inflation resurgence supports the energy complex and financials but pressures growth stocks and REITs.