📈 First 2026 CPI Release and IT Market Outlook: Standing at an Inflation Inflection Point
Hello, this is Lowy's Economy & Tech Briefing! 📊 Recently, all eyes in the IT industry and financial markets have been focused on one thing: the release of the U.S. **September Consumer Price Index (CPI)**. I've summarized why this figure is crucial for tech stocks and tech startups, and what IT market trends we should be watching. ### 1. Correlation Between CPI and Tech Stocks 🔗 Tech stocks, especially those with high growth potential, are highly sensitive to interest rates. If the CPI comes in lower than expected and a slowdown in inflation is confirmed, the likelihood of a Fed rate cut increases, improving funding conditions for tech companies. Conversely, a high figure would maintain high interest rates, acting as downward pressure on tech stocks. ### 2. Tariff Policies and Inflation Variables 🛡️ One of the biggest market variables currently is tariff policy. Recent reports suggest concerns that consumer prices could rebound due to the impact of tariffs imposed wi...