Summary

• While a pending U.S.-Iran peace deal may temporarily cool headline commodity volatility, a stellar quarter of surprise jobs growth and an entrenched 3% Core CPI indicate that structural inflation will remain sticky.
• Thriving in a high-employment, sticky-inflation environment requires a strategic pivot toward stocks that leverage immediate daily pricing power, experiential consumer demand, and deep operational cost insulation.
• Discover three Quant Growth & Income stocks, supported by strong Quant Ratings, that offer inflation insurance in an increasingly unpredictable market.
• I am Steven Cress, Head of Quantitative Strategies at Seeking Alpha. I manage the quant ratings and factor grades on stocks and ETFs in Seeking Alpha Premium. I also lead Quant Growth and Income, which is a model portfolio for dividend investors interested in capital appreciation and income.

Sticky Inflation

President Donald Trump has announced a tentative peace deal between the U.S. and Iran that would cease military actions and reopen the Strait of Hormuz. The agreement is set to be signed this Friday in Geneva during the current

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it. I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha's Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given that any particular security, portfolio, transaction or investment strategy is suitable for any specific person. The author is not advising you personally concerning the nature, potential, value or suitability of any particular security or other matter. You alone are solely responsible for determining whether any investment, security or strategy, or any product or service, is appropriate or suitable for you based on your investment objectives and personal and financial situation. Steven Cress is the Head of Quantitative Strategy at Seeking Alpha. Any views or opinions expressed herein may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank.