Unemployment jumps to 5.5% but core inflation remains sticky at 4%. As a portfolio manager, how would you adjust your equity and fixed-income allocations in this scenario?

如果下个月美国失业率飙升至5.5%，但核心通胀仍顽固停留在4%。作为资产管理人，在这种情境下你会如何调整股票和固收投资组合的配置？