The stock-market rally keeps spreading beyond Big Tech. October inflation data could put it to the test.

AI Summary

A broadening stock-market rally beyond major technology companies faces a potential test from October consumer inflation data and a packed schedule of Federal Reserve speakers. The report highlights uncertainty over whether the rotation trade can endure if inflation or central-bank commentary shifts market expectations.

Tuesday’s CPI inflation report and a heavy lineup of Federal Reserve speakers could test the rotation trade’s resilience