Inflation Isn't Cool Enough For The Fed To Declare Victory Yet

Yesterday's print confirms that inflation pressures are easing and broadening, says Anastasia Amoroso. She discusses monitoring recent trends in inflation. She talks about how it might not be enough for the Fed to declare victory yet. She also notes defense plus opportunistic positioning is what makes the most sense right now. She then goes over Fed expectations following the latest inflation data. Finally, she mentions portfolio construction as inflation cools. Tune in to find out more about the stock market today.