January CPI Inflation: Yet Another Stock Market Positive

Manika PremsinghInvesting GroupFollow5ShareSavePlay(8min)Comment(1)SummaryAfter a positive jobs report for 2026, the CPI inflation report further confirms that this year is indeed on to a good start.Both the headline and core inflation levels indicate that PCE inflation is set to undershoot the Fed's projections, giving more room for a rate cut going forward.With healthy economic trends underway, cyclicals continue to find favour but it may well be the time to take a look at less loved tech stocks right now.Looking for a portfolio of ideas like this one? Members of Green Growth Giants get exclusive access to our subscriber-only portfolios. Learn More » Hispanolistic/E+ via Getty Images Much like the first labor market report of 2026, the CPI inflation release for January too, is rather positive. In fact, both reports put together so far indicate that the US economy could show up in betterThis article was written byManika Premsingh4.44K FollowersFollowManika is a macroeconomist with over 20 years of experience in industries including investment management, stock broking, investment banking. She also runs the profile Long Term Tips [LTT], which focuses on the generational opportunity in the green economy. Her investing group, Green Growth Giants, takes the theme a step further from LTT with a deeper dive into opportunities presented by the segment.Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.