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Will the November CPI report catalyze the much-anticipated Santa Claus rally?

Will the November CPI report catalyze the much-anticipated Santa Claus rally?

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Darius Dale breaks down whether the November CPI report can ignite a long-awaited Santa Claus rally — and why distorted inflation data may be strengthening the case for policy easing in early 2026. He also highlights the growing divergence between slowing inflation and rising labor-market risks, reinforcing 42 Macro’s view that a more accommodative Fed reaction function is taking shape. Tune in for the key insights driving markets into year-end.
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