For our March Spotlight, Mariam Kamshad notes what we’ll be tracking this month, including the role mega-cap tech stocks may continue to play in stock-market gains, as well as the chilling effect Fed signals have had on bonds. In this update, she details:
- How inflation continues to moderate despite being above-target
- The effects of housing prices on inflation
- What the revised fourth-quarter GDP number says about US economic resilience
- The financial sector’s drag on fourth-quarter earnings