Director of Quantitative Market Strategy, Denise Chisholm, joins us again today for her sector and factor watch, to provide her insights on the latest data she’s watching. With much of the world learning to adapt and live with COVID-19, the reopening trade continues to gain momentum as consumers become more comfortable with dining in restaurants and travelling on airplanes. However, March’s consumer price index revealed that inflation is at a 40-year high, which likely comes as no surprise to consumers who have seen a steady increase in the cost of various goods and services. Denise and host Pamela Ritchie are with us to unpack what the current inflationary environment means for consumer discretionary, and how is the looming threat of a recession affecting consumer confidence?

Recorded on April 26, 2022.

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