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Each month, the SSGA Investment Solutions Group (ISG) meets to debate and ultimately determine a Tactical Asset Allocation (TAA) to guide near-term investment decisions for client portfolios. Here we report on the team’s most recent discussion
The tactical USD view moved from neutral to negative as a dovish Fed pivot pressured the currency. Softer labor data and rising expectations of a December rate cut halted the earlier USD recovery and kept it rangebound.
The rally accelerated on Friday as a better-than-expected April jobs report eased some concerns about the economy’s strength.
Just when you thought it was dead, stagflation is making its way into the conversation again. Ahead of the free conference, NextInvest participants weigh the potential for its return.