Jeff Schultz, chief investment strategist at Franklin Templeton Research, said today's CPI could be a mild headwind for risk assets. Stronger market pricing for near-term rate hikes would increase pressure on the long end of the yield curve, should boost the dollar and weigh on equity valuations.

2026-10-14

Jeff Schultz, chief investment strategist at Franklin Templeton Research, said today's CPI could be a mild headwind for risk assets. Stronger market pricing for near-term rate hikes would increase pressure on the long end of the yield curve, should boost the dollar and weigh on equity valuations.