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Healthcare outperforms tech; inflation debate

Healthcare is beating tech by the widest 6-month margin in 25 years, while inflation commentary points to energy.

US inflation (CPI, year on year)
3.7% +0.40 pts · 3 yr
2.3%3.3%4.2%1 Dec 231 Apr 251 Sep 26
Monthly data. Source: FRED, St. Louis Fed.

What we know

A markets newsletter says healthcare outperformed tech by 35.6 points. A strategist agrees inflation remains energy-driven. Goldman is cited on 2027 reserve volatility (unconfirmed by primary source).

What people are posting

Posts on X this story draws on. They are individual users' views and have not been verified by Global Eye 24.

@KobeissiLetter

“Healthcare sector has outperformed the Technology sector by +35.6 percentage points”

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By the Global Eye 24 desk, with AI assistance. Updated as the story develops. Spot an error? Write to corrections@globaleye24.com.