Inflation is set to climb higher rather than moderate, driven by new tariffs on Canada and persistent energy costs that will force the Federal Reserve to maintain a hawkish stance, according to Ben Emons, founder and CIO at FedWatch Advisors.
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If you have an ad-blocker enabled you may be blocked from proceeding. Please disable your ad-blocker and refresh. Entering text into the input field will update the search result below Entering text into the input field will update the search result below Quick Insights The new tariffs on Canada are expected to push US inflation higher rather than lower, reshaping market expectations of monetary policy.
High energy costs will likely force the Federal Reserve to maintain a hawkish stance and consider tightening sooner in response to non-moderating inflation. While many technology stocks remain momentum-driven, Ben Emons points to IBM as an attractively priced opportunity due to negative news already being priced in