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Sierra CIO Featured in Reuters on CPI Relief and Market Reaction

Reuters

CIO James St. Aubin was featured in Reuters following a softer July CPI and a rally to fresh index highs. James noted the report was “fairly benign,” adding that it “took the worst-case scenario off the table” as investors reassessed inflation risk and the timing of potential policy moves. The article highlights how equities advanced while the dollar eased and Treasury yields moved unevenly—underscoring the market’s data-dependent posture.

    The thoughts and opinions expressed in the article are solely those of the person speaking as of 08/12/2025, and not necessarily those of Sierra and are provided for informational purposes only. Any opinion or estimate contained in this article is made on a general basis and is not to be relied upon by the reader as advice. The reader must make his/her own assessment of the relevance, accuracy, and adequacy of the information contained in this article, and make such independent investigations as he/she may consider necessary or appropriate for the purpose of such assessment.

    0178-SI00XLAP 08122025

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