Jake Schurmeier, Multi-Asset Portfolio Manager at Harbor Capital Advisors, shares his thoughts on the September FOMC meeting and how the late-cycle environment could either tip into a recession or a reacceleration.

Jake Schurmeier, Multi-Asset Solutions Portfolio Manager at Harbor Capital Advisors, shares some insights on the July Consumer Price Index (CPI) print.

Jake Schurmeier, Multi-Asset Portfolio Manager at Harbor Capital Advisors, shares his thoughts on the July Federal Open Market Committee meeting and his questions for the road ahead.

Jake Schurmeier, Multi-Asset Solutions Portfolio Manager at Harbor Capital Advisors, shares his reasoning for remaining "cautiously pessimistic" in response to the June Consumer Price Index (CPI) print.

Jake Schurmeier, Multi-Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, discusses why the Federal Open Market Committee decided to skip a rate hike at their June meeting.

Jake Schurmeier, Multi-Asset Solutions Portfolio Manager at Harbor Capital Advisors, shares his thoughts on the implications of the May Consumer Price Index (CPI) print.

Jake Schurmeier, Multi-Asset Solutions Portfolio Manager at Harbor Capital Advisors, discusses the April Consumer Price Index (CPI) increase while expressing concern about the potential effects of Federal Reserve tightening on the labor market and risk of recession.

Jake Schurmeier, Multi-Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, discusses the May FOMC meeting and how it may mark the end of the Fed's hiking cycle, but the probability of a recession is still a coin flip.

Jake Schurmeier, Multi-Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, shares his thoughts on the most recent CPI update and why high quality companies offering lower volatility and higher yields remain the preference.

Jake Schurmeier, Portfolio Manager of Harbor’s Multi Asset Solutions Team, provides takeaways from the February FOMC meeting and the Committee’s decision to slow the pace of hikes to 25 basis points.

Jake Schurmeier, Portfolio Manager of Harbor’s Multi Asset Solutions Team, provides his take on the March FOMC meeting and the lack of clarity around the banking system.

Jake Schurmeier, Multi Asset Solutions Team Portfolio Manager at Harbor Capital Advisors, shares his takeaways from the most recent CPI update and the impact of recent bank failures.

We remain cautious on risk despite the downshift in inflation, as it will likely prove to be a pyrrhic victory for the U.S. economy. Read more as Jake Schurmeier, Portfolio Manager of the Multi Asset Solutions Team at Harbor, shares his thoughts on the CPI data for December 2022.

Jake Schurmeier, Portfolio Manager of Harbor’s Multi Asset Solutions Team, provides his takeaways from the December FOMC meeting which resulted in another hike of 50 basis points.

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.

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

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

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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