Inflation Signals & Market Rotation

Susan Jung |
Categories
Commentary


This week’s video update covers the following topics:

  • How energy prices, AI, and employment are shaping the inflation outlook
  • Why the Fed may keep interest rates higher for longer
  • Signs of market rotation toward dividend-paying and defensive sectors
  • How real estate and global events could affect future inflation
  • Why DWM continues to actively manage portfolios for changing market conditions

Link to the video is here: https://destinationwm.wistia.com/s/1kqueazap9w1p89

If you would like to hear or share the audio, this update is now available on Apple and Spotify podcasts.

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