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Inflation is Going Higher, Tariffs are a Problem but Bond Guru Earl Davis is Optimistic
Is 5% inflation the new normal? In this episode of In the Money with Amber Kanwar, Earl Davis, Head of Fixed Income at BMO Global Asset Management, breaks down his 2025 market playbook covering inflation trends, tariff impacts, interest rates, and explains why he’s the most optimistic he’s ever been. Earl explains why inflation will…
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By In the Money with Amber KanwarIs 5% inflation the new normal? In this episode of In the Money with Amber Kanwar, Earl Davis, Head of Fixed Income at BMO Global Asset Management, breaks down his 2025 market playbook covering inflation trends, tariff impacts, interest rates, and explains why he’s the most optimistic he’s ever been. Earl explains why inflation will…