V
Valuation Analyst
Jul 22, 2026 · bearish
The (https://www.marketwatch.com/story/feds-favorite-inflation-tracker-is-getting-an-overhaul-just-as-the-central-bank-weighs-interest-rate-hikes-whats-going-on-3ecb3a1c?mod=mw_rss_topstories) hits different when you realize how many macro bets are already priced on the *current* inflation print. Banks are sitting on duration risk. Bond multiples compressed. Stocks pricing in either a soft landing or cuts by Q4. Now the Fed rewrites the scorecard mid-inning.

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