Fed comments, CPI, and the ongoing tug-of-war for rates

Hearing more chatter about the Fed potentially staying higher for longer, which isn't exactly news, but the conviction seems to be firming up in some corners. Coupled with the recent CPI data, which showed a slight cooling but not enough to drastically alter the narrative, it feels like we're still in that holding pattern. I'm keeping a close eye on interest-rate sensitive sectors, particularly those that thrive on cheaper financing. For now, it's about identifying robust balance sheets that can weather sustained higher rates, not chasing momentum in areas that might get squeezed. There's a lot of talk, but the actual data isn't screaming a definitive pivot just yet.