Cool January inflation report could spark stock rally, investor says

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Cool January inflation report could spark stock rally, investor says

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Fri, February 13, 2026 at 6:24 AM GMT+9

STORY: “Goods pricing will continue to get better in the first half of the year,” Bernstein said, due to what he described as a potential “one-time price increase because of the uncertainty around tariffs.”Bernstein added that despite this week’s better-than-expected nonfarm payrolls report, “we still see two Fed [interest rate] cuts this year,” with the first expected in June and the second in September, he said.

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