The stock market is flashing a signal that inflation may be poised to spike

TIMOTHY A. CLARY / AFP via Getty Images

• Tom Essaye warns that rising energy and materials stocks signal potential 2026 inflation risk.
• Investors see sector surges and market rotation reminiscent of 2022.
• JPMorgan recently challenged expectations for rate cuts, forecasting a possible hike in 2027.

The stock market is flashing an inflation warning signal in the first few weeks of 2026 that could mean investors are in for an ugly year ahead.

That's according to Tom Essaye...