The stock-market rally is spreading beyond Big Tech, and October inflation data is the next test. Breadth is doing the work now, but a hot print hits the cyclicals and small caps carrying it. Near-ter

What happened: A stock-market rally has been spreading beyond Big Tech, and Tuesday's CPI inflation report plus a heavy lineup of Federal Reserve speakers could test the rotation trade's resilience. Why it matters: The content frames the inflation data and Fed commentary as potential tests of whether the rotation beyond Big Tech holds. Coverage: 3 outlets in 24h

A stock-market rally has been spreading beyond Big Tech, and Tuesday's CPI inflation report plus a heavy lineup of Federal Reserve speakers could test the rotation trade's resilience.

The content frames the inflation data and Fed commentary as potential tests of whether the rotation beyond Big Tech holds.