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Jake Schurmeier

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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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