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June 17, 2024
After a series of hot inflation prints to start 2024, last week’s softer CPI and PPI releases suggest inflation continues trending toward the Fed’s 2% target. With inflation back on track and a soft landing coming into view, rate cuts are back in focus, with an initial cut likely in September.
Historically, investors have been rewarded for allocating from cash into U.S. equities when the Fed embarks upon an easing cycle that results in a soft landing. Large cap growth equities have historically performed best in these scenarios. Growth outperforming value by 2.9% last week following the May CPI release may provide a preview of what’s to come, extending a mega-cap-led momentum run for growth stocks.
Equity Leadership Following the Cut
Past performance is no guarantee of future results. Copyright © 2024 ClearBridge Investments. All opinions and data included in this commentary are as of the publication date and are subject to change. The opinions and views expressed herein are of the author and may differ from other portfolio managers or the firm as a whole, and are not intended to be a forecast of future events, a guarantee of future results or investment advice. This information should not be used as the sole basis to make any investment decision. The statistics have been obtained from sources believed to be reliable, but the accuracy and completeness of this information cannot be guaranteed. Neither ClearBridge Investments, LLC nor its information providers are responsible for any damages or losses arising from any use of this information.
Performance source: Internal. Benchmark source: Standard & Poor's.
Source: London Stock Exchange Group plc and its group undertakings (collectively, the “LSE Group”). © LSE Group 2026. FTSE Russell is a trading name of certain of the LSE Group companies. “Russell®” is a trade mark of the relevant LSE Group companies and is/are used by any other LSE Group company under license. All rights in the FTSE Russell indexes or data vest in the relevant LSE Group company which owns the index or the data. Neither LSE Group nor its licensors accept any liability for any errors or omissions in the indexes or data and no party may rely on any indexes or data contained in this communication. No further distribution of data from the LSE Group is permitted without the relevant LSE Group company’s express written consent. The LSE Group does not promote, sponsor or endorse the content of this communication.
