๐ Futures slide again: inflation is the anchor dragging rate-cut hopes lower
๐น Hot CPI data pushes Treasury yields higher, hitting tech and long-duration growth hardest.
๐น "Higher for longer" means even solid earnings face tougher multiples, so investors demand bigger beats.
๐น Defensives and cash gain favor as traders await the next CPI print to see if disinflation is dead.
๐น Watch the 2-year yield and fed funds futures โ a break above recent highs could trigger another sharp equity sell-off.
๐ก My read: until core inflation convincingly cools, every rally is a sell-the-news moment, not a new bull market.
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๐ฐ FinCryptoDaily
September 1, 2026 149
