U.S. Inflation: This Time, Some Good News

In this month’s issue, we discuss our thoughts on the latest U.S. inflation data, noting reasons for both cautious optimism as well as lingering risks.

In order to gain a more clear understanding of the better-than-expected inflation data, we separate the core inflation data into three buckets and identify the key areas of improvement, as well as determine how much the improvements really matter.

z - Cover Image: Investment Policy Statement -November 2022

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