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Investors have become "single issue" voters (inflation)... and Tech + small-caps quietly gaining

Financial markets have become a single-decision market -- Inflation

The May CPI report (reported Friday), coupled with the U Mich Consumer Confidence survey, showed inflation remains sticky. And while there was some evidence, on the margin, of inflation pressures cooling (core CPI), financial markets saw both reports as upside reads to inflation.

Equities sold off sharply as both inflation expectations and Fed funds YE 2022 forecasts moved upInflation forwards (12M) moved up to 5.4%, but below ...

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