Introducing our new video series, Monthly Spotlight. Each month, we’ll look ahead at what to watch for in the markets and greater economy, combined with insights from the previous month’s news and numbers. In the first episode, Mariam Kamshad, head of portfolio strategy for Goldman Sachs Personal Financial Management, details:
- Whether January’s CPI data will continue to indicate a fourth month of declines in the core inflation rate
- The markets’ digestion of takeaways from the January 31 FOMC meeting
- Insights from the Q4 earnings season
- The attractiveness of US equities amidst the current fog of uncertainty
