The Fed kept its hawkish edge in focus, and Kim Escue, CFA, portfolio manager at Shelton Capital Management, added perspective in two recent Investing.com articles on what persistent inflation and shifting market expectations could mean for the path of future rate decisions.

“We believe Warsh will face a difficult challenge in building a compelling case for rate cuts this year. Even before the recent Middle East conflict and the associated rise in oil prices, inflation was showing signs of remaining stubbornly above the Federal Reserve’s target. Both Fed funds futures and TIPS breakeven rates suggest that market participants expect inflation pressures to persist,” Kim Escue, CFA, portfolio manager at Shelton Capital Management, said.

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Important Information

This material is for informational purposes only and is not intended as investment advice or a recommendation to buy or sell any security. Views and opinions are those of Shelton Capital Management as of the date of publication and are subject to change without notice. Forecasts, estimates, and forward-looking statements are based on assumptions and are not guaranteed. Past performance is not indicative of future results. Indexes are unmanaged and not available for direct investment.

Author

  • Kim Escue, CFA, serves as a Portfolio Manager at Shelton Capital Management. Previously, she was a Co-Founder and Senior Portfolio Manager at Stringer Asset Management, LLC, responsible for the daily management of both the Firm’s mutual funds and separately managed account portfolios, and spent over 15 years at Morgan Keegan & Company, Inc. as a Due Diligence Analyst and member of the firm’s Investment Strategy Committee. She earned a Bachelor of Business Administration and Masters of Business Administration from the University of Memphis. She also holds the Chartered Financial Analyst (CFA) designation and is a member of the CFA Society of Memphis. Additionally, Ms. Escue is a frequent contributor to various financial industry publications.

     

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