Inflation and markets: above all fear

Posted: November 16, 2016 in Uncategorized

From September inflation started to perk up.

Then it came Trump and his plans will stoke inflation.

Inflation leads to higher yields in automatic or as Fed response.

The growth in assets value (shares, real estate etc) has been driven by the search foe yield.

So Trump looking for growth has techically accellerated the phenomenon that will burst the asset price bubble.

Inflation has a time lead of approximately 8/12 month before appears in the system. 


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