US CPI coming up, watching tech closely
With the CPI numbers set to drop next week, I'm really curious to see how the market reacts, especially in the tech sector. We've seen some resilience lately, but a hotter-than-expected print could definitely cool things off quick, or if it comes in soft, we might see a nice pop. For now, my watchlist is heavily weighted towards quality growth names that have shown strong earnings, but I'm keeping some dry powder for potential dips or upside surprises. Anyone else feeling the same pre-CPI jitters?
It's always a bit of a coin toss around CPI. "Quality growth" is relative; even strong earnings won't fully insulate if the broader market takes a hit. We've seen that before.