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All Eyes on Inflation in 2026

All Eyes on Inflation in 2026

Schwab Network · Schwab Network

December 23, 20257m 58s

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Show Notes

The data disruption due to the government shutdown means that investors are uncertain on what data points the Fed will be factoring in and discounting according to Marta Norton of Empower. The biggest factor to watch will be the inflation picture, and Norton says that if inflation continues to fall, there could be more rate cuts than expected next year. Norton will be also watching at the slowdown in the labor market and expectations for earnings.


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