Inflation Expectations Hit 4-Year High: Why Stocks Don't Care? - State Street SPDR S&P 500 ETF Trust (ARC

Inflation Expectations Hit 4-Year High: Why Stocks Don't Care? - State Street SPDR S&P 500 ETF Trust (ARC

5-year breakeven inflation rate jumps to 2.72%, the highest since 2022. Polymarket flips: hike odds now beat cut odds. Why stocks rally anyway.

Inflation Expectations Are Flashing A Warning Again

The S&P 500 has surged 14% in about forty days. That kind of speed grabs attention. It should also spark caution. I am seeing a signal that once again sits at the heart of how stocks are priced: inflation expectations. As CEO of LifeGoal Wealth Advisors and as a CIMA and CFP professional, I spend a lot of time watching the indicators that set the tone for interest rates, valuations, and corporate profits. One of the most telling measures is the …