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US inflation tops forecasts causing concerns about potential fed rate cuts; expectation of a spring comeback for NYC real estate; transforming the way EV batteries are built with Salidian technology; the importance of understanding cyber preparedness for finance leaders; analyzing the overreaction to recent CPI report and the performance of US and Japanese markets.
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Quick takeaways
- The market's reaction to the recent CPI report, showing higher-than-expected inflation, is viewed as overdone, reflecting an excessive level of fear.
- The recent volatility in the market is considered normal, with a constructive base built over the past couple of years and an overall upward trend expected.
Deep dives
Market reaction overdone to CPI report
The market's reaction to the recent CPI report, which showed higher-than-expected inflation, is being viewed as overdone. The market had been anticipating multiple rate cuts starting in the spring, but the Fed had already indicated in its messaging that three to four rate cuts were likely. The reaction reflects an excessive level of fear, and the underlying trend for the economy is still positive.
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