Silent Boom: Business, Manufacturing Surge Despite Inflation
Why now
Thesis: Growth resilience cuts both ways for markets
Catalyst to watch: ISM and PMI prints
Main risk: Strong data could push yields higher
Why it matters
Manufacturing and business expansion despite inflation supports earnings resilience but may delay rate cuts.
Related assets & topics
InflationConsumerSources
- googlenews · news.google.com · 2026-09-25 08:30 UTC