Three reasons for continued market optimism

iCapital Market Pulse


Author: Funds Society, Miami

With year-over-year core CPI at 3.6% and core PCE at 2.8% year-over-year, the fight against inflation is in its “last mile,” says the report signed by Anastasia Amoroso, Peter Repetto and Nicholas Weaver

While recent trends have been firmer than expected, inflation stands at a marked improvement from a year ago, when it was still hovering in the 4% and 5% range

The other reality that the Fed must recognize is that interest rates may control demand in rate-sensitive sectors of the economy, but they do not control supply, the report explains

Looking at the opportunities offered by private markets, the private equity, private credit and real estate debt asset classes are the most enticing