Downside Surprise Representing a pillar of the Federal Reserve’s dual mandate, inflation reports have always been something professional investors took note of. However, these releases have taken on greater importance in the post-pandemic period. At first it was to track what was thought to be a “transitory” increase in inflation as the global economy emerged…Read more
Week Ahead on Wall Street This week promises to be a pivotal one for financial markets, with attention squarely back on inflation. Investors will get a double dose of inflation data with the release of the May Consumer Price Index (CPI) and Producer Price Index (PPI). Consensus forecasts for the more closely-watched CPI are for…Read more
All Boats Aren’t Built the Same It doesn’t take Captain Obvious to see which way the wind – or rather, the wave – has been blowing in the stock market. Returns have been quite positive over the last month or two for most stocks, but some parts of the market have seen particularly big swells….Read more
