Macro Analysis of Inflation, Unemployment, and Supply Chains

As a portfolio manager, you are tasked with analyzing the macroeconomic environment to make informed investment decisions. Recently, the central bank in your country has signaled a potential shift in monetary policy due to rising inflation rates. Additionally, you are noticing fluctuations in unemployment rates and global supply chain disruptions affecting key industries.

In your response, discuss how these macroeconomic indicators (inflation rates, unemployment rates, and supply chain issues) might impact the investment strategies you would consider for your clients' portfolios. Provide specific examples of asset classes, sectors, or geographic regions that may be affected, and articulate how you would adjust portfolio allocations in response to these macroeconomic signals.