EPISODE · Aug 22, 2022 · 7 MIN
Asset Allocation Bi-Weekly - The Inflation Surprise (8/22/2022)
from Confluence Podcasts · host Confluence Investment Management
When the July Consumer Price Index was released earlier this month, the stock market rallied on hopes that inflation has peaked and the Fed might be less inclined to raise interest rates. Was it a case of over-optimism? Confluence Chief Market Strategist Bill O'Grady reviews the numbers that were so well-received by financial markets and the arguments on both sides of the theory that inflation has peaked.
What this episode covers
When the July Consumer Price Index was released earlier this month, the stock market rallied on hopes that inflation has peaked and the Fed might be less inclined to raise interest rates. Was it a case of over-optimism? Confluence Chief Market Strategist Bill O'Grady reviews the numbers that were so well-received by financial markets and the arguments on both sides of the theory that inflation has peaked.
NOW PLAYING
Asset Allocation Bi-Weekly - The Inflation Surprise (8/22/2022)
No transcript for this episode yet
Similar Episodes
Jun 15, 2022 ·8m
May 25, 2022 ·20m
May 19, 2022 ·16m
May 15, 2022 ·34m
May 12, 2022 ·1m