The featured CIO commentary provides insights into market volatility driven by inflation data, trade tensions, and shifting Fed expectations. Key takeaways include:
- Inflation Surprise: January’s CPI data exceeded expectations, reinforcing concerns over sticky inflation and delaying Fed rate cuts.
- Market Reactions: U.S. equities face uncertainty due to tariff risks and potential corporate tax cuts under a new administration.
- Investment Strategy: Preference for U.S. dividend-growth stocks and infrastructure due to inflation resilience.
For a deeper analysis and actionable investment insights, read the full report.
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