The July 2025 Consumer Price Index (CPI) report, highlighting a complex economic narrative where moderating headline inflation masks accelerating core and "supercore" price pressures. It analyzes the divergent market reactions, noting that while equity markets rallied on rate cut hopes, the bond market signaled persistent long-term inflation fears. The report further assesses the rising risk of stagflation, pointing to the impact of new trade tariffs and a potential structural shift towards more persistent inflation. Finally, it offers strategic investment recommendations for navigating this challenging environment, emphasizing real assets, value stocks, and specific sector allocations.
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