US Inflation: Challenges & Opportunities

"The post-pandemic cycle has featured higher inflation and interest rates for the first time in decades. The good news is that over the course of 2022 we think these pressures will abate as the economy recalibrates, even as spillover constraints from Russia-Ukraine may pose challenges. The bad news is that investors will likely still be contending with a new normal level of 2%+ inflation going forward. In this environment, we see renewed reasons to consider real assets and global equities in portfolios."

Leading Economic Indicators Remain Firmly Positive 

The US Index of Leading Economic Indicators is a composite of 10 indicators ranging from unemployment measures to stock market performance. Proponents of the index advocate that it captures a wide dispersion of information and can help foreshadow shifts in the economy. After rapidly plunging into negative territory in the wake of the Pandemic-induced recession, the index took roughly a year to rebound - and surged to a multidecade high in 2021 - reflecting the economic reopening. While talks of "recession" are popular amongst financial media, leading indicators remain firmly in positive territory at historically high levels.

What Else We’re Reading

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