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Jake Schurmeier

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October CPI: Heading in the Right Direction

While lower inflation is undoubtedly a short-term positive, growth is slowing and the impact of much of the Fed’s tightening cycle is still to come. Read more as Jake Schurmeier, Portfolio Manager within the Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for October 2022.

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Multi-Asset Solutions Team Market Insights: Q2 2022 earnings as of July 29, 2022

More “Timely Insights” from the Multi Asset Solutions Team at Harbor, sharing their thoughts on Q2 2022 earnings as of July 29, 2022.

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Multi-Asset Solutions Team Market Insights: Q2 2022 earnings as of July 22, 2022

“Timely Insights” from the Multi Asset Solutions Team at Harbor, sharing their thoughts on Q2 2022 earnings as of July 22, 2022.

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September CPI: Home Is Where the Inflation Is

Once again, U.S. Consumer Price Index (CPI) data surprised to the upside, as inflation in the services sector made new cyclical highs. Read more as Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for September 2022.

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U.K. Fiscal Crisis: A Prelude or a Warning?

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides his initial thoughts regarding the U.K. government’s recent decision to cut corporate, income, and real estate taxes to boost growth, and what that means for the market.

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September FOMC: Playing the Same Tune

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides more insights regarding the takeaways from the September FOMC 75 basis points hike and forecast for a more aggressive path through 2023.

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High August Inflation Resets The Fed Clock

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for August 2022, elaborating on how it cements a large interest rate hike and further reduces the odds of a soft landing.

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July CPI Brings Temporary Relief

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for July 2022 and how it increases the probability of a soft landing.

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July FOMC: First Impressions of a Slowdown

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides more insights regarding the biggest takeaways from the July FOMC events and how little the FOMC’s thinking has evolved since the June meeting.

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June CPI: Chasing The Elusive Peak

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for June 2022 and why to remain focused on high quality, defensive positioning.

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June FOMC: How Much Is Going To Be Enough?

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides insights regarding the Federal Reserve’s recent 75 basis point rate hike, which is the largest increase since 1994.

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FOMC Makes 50 Basis Points Look Easy

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, provides insights regarding the Federal Reserve’s recent 50 basis point rate hike and what may come with the expectation of more on the horizon.

April CPI: Past Peak Inflation Offers Little Relief
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April CPI: Past Peak Inflation Offers Little Relief

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for April 2022 and what can be expected from the continued incremental tightening of financial conditions.

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What Follows Peak Inflation?

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares his thoughts on how the CPI data for March 2022 likely marks peak inflation for this business cycle and more.

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The Shift to Neutral: Understanding How Far, and How Fast the Fed is Willing to Go

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on how far and how fast the Federal Reserve is willing to act when it comes to inflation.

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Alpha Edge: Worrying Signs in the Labor Market and the Outlook for Inflation

Jake Schurmeier, Portfolio Manager, Multi Asset Solutions Team at Harbor, shares some thoughts on the October 2021 CPI print. Schurmeier notes that continued increases in goods and shelter prices alongside limited labor force participation gains may force the FOMC to increase interest rates sooner.

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Alpha Edge: Timely Views on Inflation, Employment & Markets

Read more from Jake Schurmeier, Portfolio Manager, on how to understand and navigate potential implications from the recent Fed meeting.

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