2024-04-17 05:00:00 ET
Summary
- Inflation cooled substantially last year, but upside surprises in early 2024 for the US and Europe have many investors concerned that the path back to normal has hit a roadblock.
- Fighting inflation is a long game, and global central banks seem to be making continued progress, with most likely to maintain their policy-easing bias despite recent upticks.
- Inflation and the economic outlook are only two of many inputs to strategic and tactical multi-asset decisions, but we think they represent positive signs for risk assets, including stocks.
Inflation Remains High, but Is Improving in More Economies
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Inflation Progress May Be Bumpy, But Is Likely To Continue