Is inflation still a worry, did we already hit a hard landing in the market late last year and what is the Federal Reserve’s next move? These questions and more are answered in this latest episode with Denise Chisholm, Director of Quantitative Market Strategy, who shares her insights on the markets and what investors should keep an eye on in the weeks ahead. Denise speaks about inflation and further explains how government data can be a little tricky and nuanced. She says we should be looking at trends and historical data rather than any month-by-month numbers. Denise also provides an update on her top and bottom sectors right now – noting consumer discretionary is still in the top three and real estate remains in the bottom three.
Recorded on March 1, 2023.
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