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

The Weekly Market Monitor – Recession Strikes the Most Accommodative Economy, Bitcoin Shines!

US Inflation: Bad Enough for Powell to Change Course?

The Weekly Market Monitor – The End of Goldilocks?

Key Insight from the Federal Reserve Meeting: Soft Landing Rules!

The Weekly Market Monitor – Growth = Debt, China's Liquidity Wave & Earnings Not Falling off a Cliff

Are the Magnificent 7 a Danger to Your Portfolio?

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>Both US headline and core inflation came in higher than expected in January. Core inflation rose by 0.4% month-on-month, the strongest increase since last May. </li>
<li>The real shocker, however, came from the Core Services excluding Housing CPI. The three-month annualized inflation rate spiked to 6.7%.</li>
<li>Although we have one more CPI report before the next FOMC meeting, the chance of a (temporary) correction in risky assets has increased.</li>
</ul>


Both US headline and core inflation came in higher than expected in January. Core inflation rose by 0.4% month-on-month, the strongest increase since last May. 
The real shocker, however, came from the Core Services excluding Housing CPI. The three-month annualized inflation rate spiked to 6.7%.
Although we have one more CPI report before the next FOMC meeting, the chance of a (temporary) correction in risky assets has increased.


Ugly CPI Report Leaves Powell Less Room to Sound Dovish