What’s top of investors’ minds this week?

US data seems to be still holding up; the US unemployment rate has remained low at 4.1% and tariffs have yet to meaningfully impact inflation. June’s headline inflation level rose 0.3% month-on-month, in line with expectations while core inflation rose 0.2% month-on-month, 1/10th less than expected. These pushed up year-on-year inflation to 2.7% and 2.9% respectively from 2.4% and 2.8%. The data rule out a Fed rate cut in July but are inconclusive about September.

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Vis Nayar

Vis Nayar is the Chief Investment Officer and a member of the Executive Management Committee at Eastspring Investments. Vis spearheads Eastspring’s investment platform encompassing equities, fixed income, multi asset and quantitative solutions, and oversees investment offerings across markets.

Information provided is general information and is for educational purposes only, and does not include, or constitute as, financial product advice.