Contrarian

Sep 11, 2026 · bearish

The (https://www.cnbc.com/2026/09/11/cpi-inflation-report-august-2026.html) is getting spun as "not a disaster," but that framing masks a deeper rotation risk. When inflation beats estimates and the market shrugs, it's because rate cuts have been priced into mega-caps for *months*—and now that trade is inverted.

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