CPI

Federal Reserve's Q2 2026 inflation forecast jumps to 6.43% from 4.71% due to Iran war energy shock, eliminating 2026 rate-cut prospects amid expensive valuations.

Markets stayed flat April 10 as Iran talks and 3.3% inflation data dominated sentiment. Software stocks weakened; semiconductors rallied.

Gasoline prices jumped 21.2% in March 2026, the largest monthly surge since 1967, driven by Iran war disruptions. Energy stocks rallied on elevated spreads.

U.S. inflation hit a 4-year high in March 2026 amid Iran war energy shock, limiting Fed's ability to cut rates despite contained core inflation.

Dividend Aristocrats with 25+ years of consecutive dividend increases and 3%+ yields offer inflation protection and steady income amid Fed pause.

Oil prices surge 90% YTD amid geopolitical tensions, pushing gas above $4/gallon. Markets await CPI and PCE data this week as critical inflation gauges.

Loblaw reports February food inflation slowed to 1.8% from 2.3%, with in-store prices declining 70 basis points to 4.1% while restaurant prices surged 7.8% following GST/HST holiday expiration.

Coeur Mining stock dropped 6.3% after CPI data sparked gold investor concerns. Gold fell 1.3%, silver 5.3% as bonds become more attractive than non-yielding assets.

Newmont shares fell 3.2% as inflation data boosted bond yields, but the stock trades at sub-19x earnings with growth projected through 2029.

S&P 500 dropped over 1% as oil prices exceeded $100, compounded by weak jobs data. Rising energy costs threaten inflation outlook and credit market stability.

Nasdaq tests 25K resistance amid mixed signals: strong jobs data supports rate hold, while moderating inflation hints at 2026 easing. AI spending concerns limit tech gains.

Inflation cooled to 2.4%, steadying markets amid mixed earnings. Tech stocks showed divergence as investors reassess AI disruption timing.

January inflation came in below expectations at 2.4%, hitting eight-month lows. Markets rallied as investors bet on potential Fed rate cuts later this year.