MRB on Kiplinger – April 10, 2024
“U.S. CPI inflation was hotter than expected yet again in March, narrowing the window further for Federal Reserve rate cuts. The past few months are consistent with our view that inflation will bottom out closer to 4% than 2%, and well above what is expected by the central bank and bond market.” – Phillip Colmar, managing partner and global strategist at MRB Partners.