SlateStone Wealth Chief Equity Strategist Erin Gibbs joined Schwab Network’s Opening Bell to discuss the latest CPI report, market stability and opportunities for portfolio rebalancing heading into 2026.
Erin noted that stabilizing inflation data supports a steady outlook for bonds and the dollar, while a measured approach from the Fed remains likely. She emphasized rebalancing from recent winners in the “Magnificent Seven” toward more defensive sectors like healthcare and telecom, highlighting Thermo Fisher, Cisco and Insulet as examples of stable growth and long-term opportunity.
Watch the full segment here.