
CIO James St. Aubin was featured in Reuters following a softer July CPI and a rally to fresh index highs. James noted the report was “fairly benign,” adding that it “took the worst-case scenario off the table” as investors reassessed inflation risk and the timing of potential policy moves. The article highlights how equities advanced while the dollar eased and Treasury yields moved unevenly—underscoring the market’s data-dependent posture.