October was marked by continued volatility across fixed income and equity markets as investors faced various challenges, including persistent inflation concerns, rising yields, tightening monetary policy, and the backdrop of a U.S. Presidential election.
While the first quarter's CPI prints this year were above expectations, one needs to 'look under the hood' to have a better view on inflation (where it was and where it is going).
Last week the Congressional Budget Office (CBO) released their latest ten-year budget projection. Significant deterioration in our fiscal outlook is visible with every release.
The recent shift in tariff policies has added a layer of complexity to the economic landscape, potentially influencing market sentiment and investment decisions.
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