February 16, 2025 Observations
CPI and PPI surprised higher, but markets rebounded to all-time highs, signaling risk-on sentiment. Strong data supports a 90s-style boom, with tech speculation leading. Equities likely push higher.
CPI and PPI surprised higher, but markets rebounded to all-time highs, signaling risk-on sentiment. Strong data supports a 90s-style boom, with tech speculation leading. Equities likely push higher.