New York Life's Goodwin: Affordability, Not Inflation, Is Short-Term Market Catalyst
تحليل معلومات السوق
مدعوم بالذكاء الاصطناعيLauren Goodwin, Chief Market Strategist at New York Life Investments, emphasizes that affordability, rather than inflation, is the short-term market catalyst. This suggests a shift in focus from inflation concerns to consumer purchasing power. Goodwin's comments highlight the uncertainty surrounding tariff inflation passthrough and supply chain fluctuations.
Market impact analysis based on bullish sentiment with 80% confidence.
سياق المقال
Lauren Goodwin, Economist and Chief Market Strategist at New York Life Investments, joins Bloomberg Businessweek Daily to discuss the state of the US economy and inflation, Federal Reserve monetary policy, and more. Goodwin also discusses the lack of clarity around tariff inflation passthrough and the continuous fluctuation of supply chains and policy, which can then impact consumers directly and indirectly. Goodwin speaks with Carol Massar and Tim Stenovec. (Source: Bloomberg)
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