It’s like the classic tale of “he said, she said”, but this time, it’s a battle between two different inflation indicators. The University of Michigan’s survey on long-term inflation expectations rose to the highest level in almost three decades. While their expectations have surged, market-based measures – such as TIPS breakevens - have been far more stable, showing a more modest rise over the last six months. So historically, which measure has been a better guide? Joining the show today to unpack all this and more, including the sectors she favours in today’s market uncertainty is Fidelity Director of Quantitative Market Strategy, Denise Chisholm.

Recorded on March 6, 2025.

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