Our Global Chief Investment office, Isaac Poole, recently shared some thoughts on the outlook for inflation with the team at Livewire Markets.
It is increasingly clear there is no inflation expectations problem, no wage spiral and core PCE inflation is trending lower. That means the Federal Reserve is close to the end of its rate hiking cycle.
We don’t think there will be a pivot, but it is time to prepare for a pause – as soon as the end of this year. In this wire, Isaac shares what that means for equities and bond investors.
Click here and check out Isaac’s views.