WebMar 30, 2024 · Source: State Street Global Markets Research, RBC GAM. The central issue with inflation right now is that, even though core goods inflation has largely vanished, core services ex shelter remains somewhat too high and shelter costs – as measured by the Consumer Price Index (CPI) – are actively accelerating (see next chart). WebMar 21, 2024 · Global Investment Outlook. Dagmara Fijalkowski, Head of Global Fixed Income & Currencies, explores the outlook for fixed income for the balance of the year following an unusually volatile first quarter. Dan Mitchell, Senior Portfolio Manager, provides an outlook for the U.S. dollar, and whether this is the start of a long-term decline in the ...
Rodrigo Rocha, CFP®, PFP® on LinkedIn: Weighing in on inflation
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What to do next: Tactical positioning for market volatility
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