Chief Market Strategist of Creative Planning on monetary policy: 'Remember, it's all the same trade'

According to data from the U.S. Bureau of Labor Statistics and the Cleveland Federal Reserve's Inflation Nowcasting, inflation in the U.S. measured 2.7% year-over-year in July 2025 and rose slightly to 2.84% in August 2025, with a monthly Consumer Price Index (CPI) increase of 0.3%. These figures indicate moderate but persistent price pressures despite elevated government borrowing and market volatility.

Periods of weakness in the U.S. Dollar Index have historically boosted asset prices, with gold, equities, and Bitcoin showing inverse correlations to dollar declines. S&P Global and MarketIndex note that crypto valuations often rise when the dollar falls, while gold and base metals also benefit from dollar weakness, making it a key driver of alternative asset rallies.

Bilello is known for his role at Creative Planning where he produces research such as "The Week in Charts" and co-hosts the "Signal or Noise?" podcast. According to Creative Planning, he has a background in global investing and award-winning analysis, specializing in making complex market data accessible for investors.

Creative Planning is an SEC-registered wealth management firm founded in 1983 and based in Overland Park, Kansas. According to its official site and Wikipedia, it offers investment, tax, estate, and retirement planning services while managing over $370 billion in assets for clients across all 50 U.S. states and more than 90 countries.