Market Sensitivity to Data, Core Inflation Expectations, and the Evolution of Market Drivers

Exploring the market's response to data in January, the prediction of decreasing core inflation in the US, the global trend of disinflation, and the expected rate adjustments as Fed cuts approach. Analysis includes the historical dynamics of stocks and bonds, the influence of inflation and growth shocks on market volatility, and the shift towards growth shocks as a key market influencer.