bullish

US Rates Strategy: July CPI, Jackson Hole, and Jittery markets

201 Views19 Aug 2024 17:24
Podcast
SUMMARY
  • Inflation rates are gradually slowing, with both headline and core inflation in line with expectations and at multi-year lows
  • Housing prices showed more firming than expected, particularly in rental markets
  • Markets are pricing in very soft core CPI inflation over the coming months, with expectations for gradual disinflation and a focus on wage growth by the Fed

This content is sourced through publicly available sources and has been machine generated. Information displayed is for general informational purposes only.

Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
  • Unlock research summaries
  • Follow top, independent analysts
  • Receive personalised alerts
  • Access Analytics, Events and more

Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.

Upgrade later to our paid plans for full-access.

or
Already have an account? Sign In Now
Discussions
(Paid Plans Only)
chart-bar
Logo
At Any Rate
Podcast by J.P. Morgan analysts on global markets
At Any Rate
Multi-AssetMacroeconomicsCross Asset Strategy
x