bullish

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

176 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

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At Any Rate
Podcast by J.P. Morgan analysts on global markets
At Any Rate
Multi-AssetMacroeconomicsCross Asset Strategy
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