Cindy Parson on LinkedIn: For most of 2023 so far, investors have gotten the best of both worlds as… (2024)

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

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For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

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For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

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For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

For most of 2023 so far, investors have gotten the best of both worlds as it relates to the evolving macroeconomic backdrop – above trend economic growth supported by a resilient consumer, and still-high but steadily declining inflation. However more recently, there have been signs that this dynamic is gradually starting to change as the rally in energy prices is leaving a mark on consumer prices and spending.In our latest weekly market wrap, we offer the following perspective on what last week's uptick in headline CPI and slowdown in retail sales may mean for the Fed and the markets.

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