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Major Market Overreaction to the CPI Data
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Major Market Overreaction to the CPI Data

Core CPI miss sparks an everything rally

David Rosenberg's avatar
David Rosenberg
Jan 16, 2025
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Early Morning with Dave
Major Market Overreaction to the CPI Data
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Highlights

• Core CPI miss sparks an everything rally

• Government policy uncertainty trumps inflation concerns

• Beige Book reveals that tariff fears are distorting the data

• Sector composition to help insulate the TSX despite tariff threats to Canada

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