US Year-Ahead Inflation Expectations Revised Slightly Up 📉
University of Michigan's inflation expectations for the US rose to 5% in March 2025, marking the highest level since October 2022, with five-year outlook also increasing to 4.1%, the highest since 1993.
High inflation expectations could negatively impact broad market indices, tech stocks, and potentially increase pressure on Federal Reserve monetary policy, with significant implications for portfolio performance across multiple asset classes.