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 – The End of Goldilocks?

Japan - Rising Rates: Focus On Banks With High Cash And Low Margins

March FOMC Meeting Conclusion: Powell Likes His Balance Sheet ‘BIG!

Ugly CPI Report Leaves Powell Less Room to Sound Dovish

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

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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>For the second consecutive month, inflation has exceeded expectations, raising questions about the ‘stickiness’ of core inflation.</li>
<li>The real shocker was the Core Services, excluding Housing CPI, which increased to an eye-popping 6.8% on a three-month annualized basis.</li>
<li>Most likely, the latest CPI numbers aren’t the catalyst that ends the stock market rally.</li>
</ul>


For the second consecutive month, inflation has exceeded expectations, raising questions about the ‘stickiness’ of core inflation.
The real shocker was the Core Services, excluding Housing CPI, which increased to an eye-popping 6.8% on a three-month annualized basis.
Most likely, the latest CPI numbers aren’t the catalyst that ends the stock market rally.


US Inflation: Bad Enough for Powell to Change Course?