CPI 'Unbelievable,' Brace for 2026 Rotation Trade & Tech's 'Nature of the Beast'
Schwab Network · Schwab Network
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Show Notes
@CharlesSchwab's Liz Ann Sonders calls the latest CPI print "unbelievable" in some ways, though she believes it's indicative of an inflation trend change regardless. She talks about the print and the recent rotation trade she expects to continue in 2026. Liz Ann adds to her case by highlighting the "nature of the beast" in the tech trade as debt financing could become a new theme in A.I.
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