POPA Recon🔥 Macro Outlook | September CPI & PPI in Focus
🔥 Macro Outlook | September CPI & PPI in Focus Upcoming US inflation data could influence the Federal Reserve’s next rate decision and drive market volatility. 📊 🗓 Release Dates 🔹 US CPI: October 14, 2026 📍 Market Expectations 🔹 Headline CPI: Expected to rise 0.5%–0.6% 🔹 Core CPI: Expected to cool to +0.2% 🔹 Key question: Is the energy shock temporary, or is inflation becoming sticky again? 📈 3 Key Trading Themes ⚡ Energy Stocks: XOM, CVX, COP, SLB 🤖 AI & Technology: NVDA, AMD, AVGO, MSFT, AMZN 🚚 Industrial & Transportation: CAT, DE, UNP, FDX 💡 Long-Term Themes: AI infrastructure and ene…
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