Global Multi-Asset Investment Strategist, True Insights

Jeroen Blokland

All-round Multi-Asset investor. Former head of a EUR 5 billion multi-asset fund range. Speaker. Charts & Frameworks. Founder of True Insights, a provider of independent investment research, trade ideas & well-diversified portfolios.
https://true-insights.net/

Global Multi-Asset Investment Strategist

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The Weekly Market Monitor – One Strike, Two Strikes, …

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The Weekly Market Monitor (29) - The Moment of Truth?

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True Insights

Our research helps investors build well-diversified multi-asset portfolios and profit from market developments. In addition, our unique and proven Macro – Sentiment – Valuation (MSV) investment framework ensures a consistent flow of new investment opportunities. Together with our market views, these opportunities will be reflected in our live ETF-based Global Multi-Asset Portfolios.

Macroeconomics

<ul>
<li>The latest US CPI report again offered inflation bulls ample room to push equity markets higher.</li>
<li>Yet, unlike previous CPI reports, the S&amp;P 500 Index could not hold on to its gains.</li>
<li>Recent developments provide the first evidence that the inflation-market dynamics are changing as Powell took away Federal Reserve hopium.</li>
</ul>


The latest US CPI report again offered inflation bulls ample room to push equity markets higher.
Yet, unlike previous CPI reports, the S&amp;P 500 Index could not hold on to its gains.
Recent developments provide the first evidence that the inflation-market dynamics are changing as Powell took away Federal Reserve hopium.


Did Equity Investors Just Give Up on Inflation Hopium?