Global Portfolio Strategy Research
16 June 2022 Last month we commented that while the CPI readings remain very high, there are signs of moderation in commodity prices. With commodity prices remaining center stage as a macro driver, we continue to closely watch the various…
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8 June 2022 Gasoline prices remain in the headlines, and leave an impression every time a driver fills their tank as prices hit new highs. Oil prices are a global issue, with OPEC and the US being the biggest…
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21 April 2022 Inflation remains a big topic among investors, and the charts below clearly show some of the reasons why, but there are also reasons to suspect inflation pressure could ease later this year. Inflation is high . ….
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