📈 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 within the U.S. This could lead to increased IT hardware manufacturing costs, directly affecting global supply chains and finished product prices. This is a point that hardware giants like Apple and Samsung Electronics are monitoring closely. ### 3. Direction of Crypto and Tech Assets ₿ Consumer Price Index data also has a powerful impact on the cryptocurrency market, including Bitcoin. Every time inflation indicators are released, tech-based assets tend to show increased volatility. Depending on liquidity supply, the investment attraction environment for Web 3.0 and blockchain startups is also expected to change significantly. ### 4. H1 2026 IT Investment Guide 💡 In times of high uncertainty, it's important to focus on 'Real-world Tech' companies with essential technical prowess and a solid track record. Companies with strong platform competitiveness or core AI solutions that aren't swayed by macroeconomic indicators will likely remain relatively firm even in this CPI-driven volatile market. --- Macroeconomics and technology are now inextricably linked. Could this CPI release be a turning point that breathes new vitality into the tech market? Is your portfolio ready? 🚀 #CPIRelease #Inflation #ITMarketOutlook #RateCut #EconomyTech #TechInvestment #Macroeconomics #Bitcoin