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

Build Well-Diversified Multi-Asset Portfolios

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>Powell had to give a hawkish message and take the signal from three disappointing CPI reports but did so with a 'dovish' flavor.</li>
<li>The Federal Reserve remains well-positioned to cut rates several times this year, especially now that economic momentum is turning.</li>
<li>The question is if Powell's statement reliefs markets from the stagflationary data that have come in recently</li>
</ul>


Powell had to give a hawkish message and take the signal from three disappointing CPI reports but did so with a 'dovish' flavor.
The Federal Reserve remains well-positioned to cut rates several times this year, especially now that economic momentum is turning.
The question is if Powell's statement reliefs markets from the stagflationary data that have come in recently


Powell so Wants to Cut Rates!