Inflation has reduced market optimism for stocks and bonds, according to Ross Gerber, a post on X. Gerber stated that he sees sellers controlling the tape, making it harder for risk assets to sustain sustained support. He also refuted the notion that inflation risks have faded, stating that it is not just a macro talking point but an active constraint on markets. This suggests that investors may need to continue factoring higher-for-longer pricing pressures into portfolio decisions. The post also highlighted that inflation can impact both stock valuations and bond yields, contributing to both stock and bond struggles.