Summary

• Headline CPI inflation's continued increase, to reach a three-year high of 3.8% in April 2026, is getting concerning, especially as it bleeds into the stickier core inflation too.
• Interest rates are far more likely to rise in the current scenario, especially as crude prices are forecast to stay elevated. This in turn can affect companies' margins.
• I favour companies with 40%+ operating margins across sectors, for this reason now, like select technology, pharmaceuticals, and luxury stocks.
• Looking for more investing ideas like this one? Get them exclusively at Green Growth Giants. Learn More »

Despite the rise in CPI inflation in March, there was still plenty of hope that the number could come back into relative balance. But after another hot print in April, there's clearly more to be worried about, especially

4.51K Followers

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.