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Michael Kao: Cooler CPI data renews hope for disinflationary growth and peace in Middle East

Michael Kao: Cooler CPI data renews hope for disinflationary growth and peace in Middle East
CPI data sparks hope for growth shift

Michael Kao, CIO at Akadia Capital, reflects on the latest economic signals in his latest commentary dated 7/15/26.

He observes that the previous day's cooler-than-expected CPI print supports optimism for a return to 'Benign Gravity' in a disinflationary growth environment, provided a lasting peace can be found in the Middle East. Kao references his recent report, "WEEKLY KAOS," to note topics not widely discussed following these economic developments.

Earlier this month, Michael Kao shared his perspective on Schrödinger’s oil price and quantum superposition. He also highlighted a market split between AI Capex recipients and spenders. The recent commentary continues Kao’s focus on underexplored market developments.

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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