Troy Lutka
Senior U.S. economist at SMBC Nikko, providing macroeconomic analysis on CPI, Fed policy, unemployment projections, and risks such as oil shocks and labor-market dynamics.
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Mar 11, 2026 • 31min
Oil Surge Overshadows Tame US CPI
Angelo Kourkafas, senior investment strategist at Edward Jones, on client reactions and disciplined positioning. Lisa Shalett, CIO at Morgan Stanley Wealth Management, on market resilience, thematic investing, and wealth positioning. Lindsay Rosner, head of multi-sector investing at GSAM, on geopolitical risk, oil effects, and sector moves. Troy Lutka, senior U.S. economist at SMBC Nikko, on CPI, Fed timing, and stagflation risks.
