Watching Tech Sector with Rates Outlook

The latest inflation print, while still elevated, had a few interesting nuances. I'm seeing some folks pricing in a more aggressive Fed pivot, which might explain some of the recent buoyancy in growth-oriented names. My read is a bit more cautious; the Fed has been pretty clear about needing to see sustained drops.

Still, it's worth noting how quickly sentiment can shift. For CFDs, I'm keeping a very close eye on the tech sector. While $GOOG is holding up around $356.24, the broader movements in related indices suggest a potential for some significant swings on any further rate talk. Just observing for now, no strong conviction in either direction without more clarity.