What Economic Data Tells Us
This week’s video update covers the following topics:
- Why the 10-year Treasury yield can provide insight into market expectations for future inflation
- How CPI and PPI data help measure changes in consumer prices and business input costs
- Why Federal Reserve votes and meeting minutes can offer clues about the direction of monetary policy
- How housing starts, manufacturing activity, and hiring trends can provide clues about future economic growth
- Why jobs, wages, and unemployment claims are especially important in a consumption-driven U.S. economy
- How corporate earnings and broader economic conditions factor into DWM’s top-down approach to portfolio positioning
Link to the video is here: https://destinationwm.wistia.com/s/eih4nikahpir9te