NASDAQ:ERO News 25 January 2026

January 25, 2026, 12:54 PM EST. Stock market indicators suggest a possible inflation rebound in 2026, despite December's Consumer Price Index (CPI) holding steady at 2.7% year-on-year. Analysts observe a shift from growth to value stocks, plus increased interest in small-cap and transportation sectors, patterns often preceding inflationary periods. Tom Essaye of Sevens Report Research highlights the surge in energy and materials stocks-up over 9% this year-as key signals, given their role as inputs affecting broader economic costs. Markets currently expect two Federal Reserve rate cuts in 2026, but JPMorgan warns against this forecast, projecting no rate cuts and a possible hike in 2027. Investors may need to reconsider strategies amid these warnings about inflation and interest rate dynamics.