The immaculate disinflation narrative is likely to be replaced by a sticky inflation theme, notes Darius Dale. He previews the FOMC meeting which begins tomorrow. He talks about investing in a “sticky inflation” environment. He mentions that a U.S. recession is likely in November 2023- April 2024. He highlights that the resilient U.S economy theme is likely to persist for 3-6 months and may perpetuate chase into U.S. equities. He then goes over market trends to monitor. Tune in to find out more about the stock market today.
The Watch List
18 Sep 2023
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