just saw the jan cpi report and we’re officially down to 2.4% which is the lowest since may. even core inflation eased to 2.5%. it feels like the fed finally has a reason to chill out but the tech sector is still selling off smh.
im trying to find which companies actually benefit from the dollar getting weaker while inflation cools. i noticed a huge jump in aerospace and defense stocks (like safran) while software is bleeding out.
r u guys shifting ur portfolio into industrials now or staying heavy in tech and hoping for a rebound??