This edition of our monthly publication takes you on a journey through the inflationary episodes of the 1940s, the 1970s, and the present day, offering insights into how exogenous shocks, goods and services inflation, and wage dynamics have evolved within the U.S. economy.
Highlights:
- The inflationary environments of the 1940s and the 1970s were largely driven by single, significant exogenous shocks, whereas today's pressures result from various sources.
- Disparities in goods and services inflation highlight the shifting dynamics over time due to the global economy, government policies, and consumer behavior.
- This month, we introduce our proprietary momentum indicators for each individual asset class.
Your Monthly Macro & Strategy is on the iA Global Asset Management website and in the Document Centre of the Advisor Centre. Bookmark the following link: Monthly Macro and Strategy.
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Your experts
Sébastien Mc Mahon, MA, PRM, CFA
Adil Mahroug, M.Sc.
Tuyen Tran, M.Sc., CFA |
"iAGAM" is a tradename under which iA Global Asset Management Inc. and Industrial Alliance Investment Management Inc. operate.
