{"id":90449,"date":"2023-02-20T18:45:22","date_gmt":"2023-02-20T18:45:22","guid":{"rendered":"https:\/\/funds.palos.ca\/issue-7-its-all-about-inflation\/"},"modified":"2023-02-20T18:47:02","modified_gmt":"2023-02-20T18:47:02","slug":"issue-7-its-all-about-inflation","status":"publish","type":"post","link":"https:\/\/funds.palos.ca\/fr\/issue-7-its-all-about-inflation\/","title":{"rendered":"Issue 7 &#8211; It\u2019s All about Inflation"},"content":{"rendered":"<p><strong>Higher-for-Longer Inflation Remains the Biggest Tail Risk:<\/strong><\/p>\n<p>According to a closely-watched Bank of American survey of fund managers, the biggest tail risk by far remains \u201chigher-for-longer\u201d inflation (40%) followed by \u201cworsening geopolitics\u201d at 17%. The probabilities of a \u201cdeep global recession\u201d (16%), \u201cpersistently hawkish central banks\u201d (15%) and \u201csystemic credit event\u201d (8%) were much less. The Pew Research Center stressed that the economy is the public\u2019s top policy priority. Americans want their government to stabilize growth and reduce inflation. Inflation has become such an important public issue that even the President of the U.S. is compelled to comment on CPI reports, as he did on Valentine\u2019s Day. This sensitivity keeps investors guessing whether policies will ever be able to bring back inflation to an acceptable level, in a timely fashion.<\/p>\n<p>&nbsp;<\/p>\n<p>Follow us on: <a href=\"https:\/\/www.linkedin.com\/company\/palos-management-inc.\/\"><strong>LinkedIn<\/strong><\/a><\/p>\n<p>&nbsp;<\/p>\n<p><span style=\"color: #000000;\">By Hubert Marleau<\/span><\/p>\n<p><strong><span style=\"color: #000080;\"><a style=\"color: #000080;\" href=\"https:\/\/funds.palos.ca\/wp-content\/uploads\/2023\/02\/Macro_View_022023.pdf\">Continue Reading in PDF<\/a><\/span><\/strong><\/p>\n<p><span style=\"color: #000000;\">By Hubert Marleau<\/span><\/p>\n","protected":false},"excerpt":{"rendered":"<p>Higher-for-Longer Inflation Remains the Biggest Tail Risk: According to a closely-watched Bank of American survey of fund managers, the biggest tail risk by far remains \u201chigher-for-longer\u201d inflation (40%) followed by \u201cworsening geopolitics\u201d at 17%. The probabilities of a \u201cdeep global recession\u201d (16%), \u201cpersistently hawkish central banks\u201d (15%) and \u201csystemic credit event\u201d (8%) were much less. &hellip;<\/p>\n<p class=\"read-more\"> <a class=\"\" href=\"https:\/\/funds.palos.ca\/fr\/issue-7-its-all-about-inflation\/\"> <span class=\"screen-reader-text\">Issue 7 &#8211; It\u2019s All about Inflation<\/span> Lire la suite\u00a0\u00bb<\/a><\/p>\n","protected":false},"author":11,"featured_media":90443,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":[],"categories":[31],"tags":[],"_links":{"self":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/90449"}],"collection":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/users\/11"}],"replies":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/comments?post=90449"}],"version-history":[{"count":0,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/posts\/90449\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media\/90443"}],"wp:attachment":[{"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/media?parent=90449"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/categories?post=90449"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/funds.palos.ca\/fr\/wp-json\/wp\/v2\/tags?post=90449"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}