The Federal Reserve expressed concerns that this robust economic activity could lead to continued inflationary pressures, potentially necessitating further tightening. Moreover, the extension of the OPEC+ output cut led to a rise in oil prices, contributing to inflationary risks
Santosh Rao sees market rotation, not a Santa rally at year-end
US President Trump’s optimistic inflation comments contrast with consumer affordability concerns. While markets anticipate policy support and potential Fed easing, a stagflationary scenario remains a