Inflation 2.0?
While Wall Street is ruled by financial models and algorithms, the prices these programs try to forecast are ultimately determined by the reality on Main Street. In this week’s update, we are going to review the narrative around disinflation and interest rate policy vs. the reality of what prices are doing across America. We will also dust off the inflation playbook to glean some insights on how we can possibly position client portfolios if America experiences a second round of inflation.
Key Takeaways
Inflation Keeps Bouncing
Number of Broken Tech Stocks Keeping Rising
Commodities and Emerging Markets Showing Signs of Life Despite Pessimisms
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