Stock-market bulls are banking on rate cuts, but CPI inflation data can’t be ignored

1. Investors anticipate a Federal Reserve rate cut due to slow labor market. 2. Inflation data this week could influence future rate cut expectations. 3. S&P 500 rose 0.3% last week, closing at a record high. 4. Economists expect CPI to rise 0.3% monthly and 2.9% yearly. 5. Tariff-induced inflation pressures will significantly impact consumer prices.