Episode description
Candice and Felicity discuss the CPI numbers that came out in the US last week - and the fact they were broadly overshadowed by the developments at various banks - with concerns or worse for SVB, Signature Bank, Silvergate, Credit Suisse and Deutsche Bank.
Candice and Felicity discuss ‘superior’ inflation, outlined by Jay Powell. Not known as a natural version of inflation, it’s way more boring than that. It is services less energy and shelter - and it’s only running at 3.68%, which is far lower than the headline figure that’s printed in the media.
They both understand it can be overwhelming so in this episode they try to bring you clarity on what the data is telling them, and reveal ways they are positioning clients portfolios right now.
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