Steve Hou: Goods inflation declines as consumer demand eases

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26.06.2026

Steve Hou: Goods inflation declines as consumer demand eases — Goods inflation falls as demand cools

Steve Hou argues that goods inflation is already easing, with consumers pulling back on discretionary products and even hospitality services.

He adds that imported electronics, despite alarming headlines, have little impact on overall inflation.

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Hou previously said Intel's EMIB advanced packaging technology remains relevant after recent performance by INTC since February, according to a recent post. He also acknowledged gains for HOOD and TER while noting losses for KTOS investors in another market update. His market commentary continues to track a range of technology and consumer trends.

This material may contain third-party opinions, none of the data and information on this webpage constitutes investment advice according to our Disclaimer. While we adhere to strict Editorial Integrity, this post may contain references to products from our partners.

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