Weekly Market Commentary (10/10): Inflation Expectations Rise Amid Ongoing Shutdown скачать в хорошем качестве

Weekly Market Commentary (10/10): Inflation Expectations Rise Amid Ongoing Shutdown

This week’s Market Note with Alex Varner (Head of Research) and James Maxwell (VP of Research) covers: • Government Shutdown: Key economic data remain on hold as CPI and other releases are pushed back, leaving markets searching for direction. • Inflation Expectations: Fed survey shows a renewed uptick in inflation outlooks across multiple time frames, with housing and wage views diverging. • Credit Trends: Consumer credit growth slowed sharply as mortgage activity firmed and revolving balances contracted. • Housing: Mortgage rates around 6 percent are reshaping the market and marking a new post-pandemic norm. • Sentiment and Trade: Consumer sentiment softened again while tariff headlines from China added short-term volatility. Click here to read this week’s full Weekly Market Note: https://www.mainmgt.com/wp/wp-content...