bearish
"What-Ifs"
Thomas has highlighted this Insight as a Top Pick
328 Views18 May 2025 23:10
Notwithstanding the tepid April CPI headlines, I explore several "what-ifs" surrounding the current and future US inflation backdrop.
What is covered in the Full Insight:
- Introduction to Inflation Dynamics
- Core CPI Momentum
- Long-term Inflation Expectations
- Fed's Policy Considerations
- Potential Future Scenarios
SUMMARY
(Sign Up to Access)Begin exploring Smartkarma's AI-augmented investing intelligence platform with a complimentary Preview Pass to:
- Unlock research summaries
- Follow top, independent analysts
- Receive personalised alerts
- Access Analytics, Events and more
Join 55,000+ investors, including top global asset managers overseeing $13+ trillion.
Upgrade later to our paid plans for full-access.
or
Already have an account? Sign In Now
Full Insight
(Paid Plans Only, 2-minute read)
Trending Collections
More »Trending Insights
More »- Nifty 50 and the RBI Rate Decision: History Has a Pattern
- [Japan Activism] Murakami Owns ~42% and Company Announces 31.3% Buyback
- Tam Jai (2217 HK): Anxiety Creeps in Ahead of the Scheme Document
- Henderson Land (12 HK): Large Passive Flow Coming Up as Shorts Cover
- FXI Rebalance: Pop Mart, SF Holding In; China Merchant Sec, China Railway Out
Top Unpaywalled Insights
More »- VEON US: Pakistan Towers Sale Frees Capital for Digital Growth in Core Market Ahead of Ukraine IPO
- Advanced Look: Navigating the New Macro Landscape Through Quantitative Alpha Generation Strategies
- [IO Technicals 2025/22] Bearish Momentum Strengthens
- Texas Power Play: Grid Sovereignty, Bitcoin, and the Future of AI
- Overview #27 – The Big Beautiful Tragi-Comedy Continues
Discussions
(Paid Plans Only)
Thomas Lam
Independent Economist, Forecaster and Strategist
- "What-Ifs"18 May 2025
- The Sky Is Falling!?14 Mar 2025
- The Next Four Years...25 Nov 2024
x