I see a rising risk of a second inflation wave, with consensus underestimating persistent inflation above 3% through 2026.

CPI report shows headline/core inflation cooling and PCE likely undershooting Fed forecasts—boosting rate-cut odds.

Energy and raw materials stocks are suddenly racing ahead of the broader market, a shift that often appears when investors start bracing for hotter inflation. Under the surface of the major indexes, ...

You're currently following this author! Want to unfollow? Unsubscribe via the link in your email. Follow William Edwards Every time William publishes a story, you’ll get an alert straight to your ...