Is inflation slowing?

November’s CPI report showed a second month of softening inflation despite still-elevated price growth. Headline CPI increased 0.1% month-over-month (m/m) and 7.1% year-over-year (y/y), while core CPI (ex-food and energy) increased 0.2% m/m and 6.0% y/y, all below consensus expectations.

This week's highlight article from JP Morgan breaks down the latest CPI data, highlighting which inputs are finally showing signs of cooling off and those that remain stubbornly elevated.

is inflation slowing? (jp morgan)

60/40 performaNCE following down years

Performance for an illustrative traditional 60/40 portfolio has been challenged in 2022 amid surges in interest rates, recession risk, and broader market uncertainty. However, as shown below past instances of 60/40 drawdowns have delivered strong performance in subsequent calendar years.

What Else We're Reading

traditional savings back in vogue (belle curve)

predictions in 2023 (goldman sachs)

volatility and your emotions (fidelity)

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