In this episode of The Portfolio Fix, Marco Bravo details why AAM expects inflation to remain above consensus expectations for the remainder of the year. He also details how the Fed is likely to respond, why growth will be challenged and how the markets are reacting. Andy Bohlin also describes why Utility bills are contributing to inflation and why the sector faces challenges it hasn't had to deal with in years.
Sources: Bureau of Labor Statistics; The Federal Reserve, U.S. Census Bureau, National Association of Realtors.
This episode of The Portfolio Fix was recorded on June 19 & July 22, 2022. Any timely data or views should be considered as of this date unless otherwise specified.
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