HomeMarketsU.S. Economy‘Corporate Fundamentals Remain Strong’ Despite Inflation, Tariffs
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‘Corporate Fundamentals Remain Strong’ Despite Inflation, Tariffs

‘Corporate Fundamentals Remain Strong’ Despite Inflation, Tariffs

Mike Horwath reacts to the higher-than-expected inflation print and looks at opportunities in the fixed income market. “Corporate fundamentals remain strong,” he says, and likes shorter duration bonds in that sphere. He thinks most investors are bullish, but uncertainty in U.S. policy is holding people back.

The Watch List

12 Feb 2025

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