This is how supply shocks should be viewed, Invesco global market strategist reveals
Invesco Global Market Strategist Brian Levitt delivers an economic outlook, analyzing inflation at a three-year high and revised GDP. He argues the Federal Reserve may not hike rates, distinguishing supply-driven from demand-driven inflation. Levitt discusses AI's inflationary costs, like rising chip prices, and offers investment strategies. He suggests finding value in small caps, REITs, financials, industrials, and emerging markets.
