We stay dynamic on a strategic horizon to take advantage of sharp valuation shifts. We go overweight emerging market stocks for the first time since 2020. U.S. stocks hit all-time highs while 10-year yields fell after the CPI data met expectations. We think the Fed needs to see inflation cooling more to cut rates. We eye Japan inflation data this week and the implications for the Bank of Japan. We see the BOJ supporting the return of mild inflation and wage growth.
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