Crypto & Blockchain
July CPI Returns to 2% Era with Rising Rate Cut Expectations: Why Will US Stocks Remain the Top Choice for Global Capital Against Inflation and for Growth in 2026?
July 2026 CPI data confirmed inflation's return to the "2% era", with core inflation hitting a nearly three-year low. Coupled with rising expectations of a Fed rate cut in September, global capital is accelerating its return to US stocks. This article analyzes the economic logic behind cooling inflation, explores sector rotation opportunities under the rate cut cycle, and reveals why US stocks remain the top choice for global asset allocation to balance defense and growth at this macro turning p