--- title: "Strong payrolls plus soft CPI is a tricky combo. It signals growth is holding up while inflation coo" description: "Strong payrolls plus soft CPI is a tricky combo. It signals growth is holding up while inflation cools, which is close to a “soft landing” setup. In the short term, that’s supportive for equities beca" type: "topic" locale: "en" url: "https://longbridge.com/en/topics/100000000471519.md" published_at: "2026-02-13T15:36:59.000Z" author: "[Tonc](https://longbridge.com/en/profiles/17378484)" --- # Strong payrolls plus soft CPI is a tricky combo. It signals growth is holding up while inflation coo Strong payrolls plus soft CPI is a tricky combo. It signals growth is holding up while inflation cools, which is close to a “soft landing” setup. In the short term, that’s supportive for equities because recession risk drops and rate-cut odds stay alive. The question is sustainability. If jobs stay too hot, yields could creep back up. If inflation keeps easing, liquidity expectations improve. Markets will now trade data-to-data, watching whether this balance holds. ### Related Stocks - [ORCL.US - Oracle](https://longbridge.com/en/quote/ORCL.US.md) - [ORCL-D.US - ORACLE CORP DEPOSITARY SH REP 1/2000TH PFD SER D](https://longbridge.com/en/quote/ORCL-D.US.md) - [AMZN.US - Amazon](https://longbridge.com/en/quote/AMZN.US.md) - [OpenAI.NA - OpenAI](https://longbridge.com/en/quote/OpenAI.NA.md) - [PLTR.US - Palantir Tech](https://longbridge.com/en/quote/PLTR.US.md) - [MSFT.US - Microsoft](https://longbridge.com/en/quote/MSFT.US.md) - [MU.US - Micron Tech](https://longbridge.com/en/quote/MU.US.md) - [WDC.US - Western Digital](https://longbridge.com/en/quote/WDC.US.md) - [SNDK.US - Sandisk](https://longbridge.com/en/quote/SNDK.US.md) - [APP.US - AppLovin](https://longbridge.com/en/quote/APP.US.md) --- > **Disclaimer**: This article is for reference only and does not constitute any investment advice.