The US inflation report in February 2024 exceeded expectations, signalling possible delays in anticipated Federal Reserve rate cuts. The Consumer Price Index rose by 3.2% year-on-year, with core inflation at 3.8% … This could further hinder the Federal Reserve room for maneuver in the coming quarters

We’re republishing Firzli and Franzel’s seminal inflation assumptions primer, where the authors predicted accurately that “inflation may come back center stage for pension investors in the United States, Canada and other jurisdictions”. Also available here: the executive summary of the primer published originally by CIO magazine in New York.

https://www.ai-cio.com/news/inflation-assumptions-under-the-spotlight/