According to ChainCatcher, Alexandra Elissondo, Global Co-Chief Investment Officer of Multi-Asset Solutions at Goldman Sachs Asset Management, commented on the recently released CPI data, describing it as a welcome piece of hard data. However, she noted that as market concerns grow over the Federal Reserve's independence, inflation data may shift from being a primary market trigger to a background constraint. Goldman Sachs continues to favor long-term investment themes in risk assets, avoiding the pursuit of short-term news trends and instead focusing on sustainable and tradable topics.
