Steno's Signals: The Recession That Never Was
Real Vision: Finance & Investing
00:00
The Effects of Inflation on the Equity Markets
We need to watch the sort of underlying trend is inflation slowing, or is it increasing. And if we look at which sectors that typically performs a perform in an environment of falling inflation. I've made a study over the past 10 years of inflation data relative to the performance of various equity classes. Energy tends to be the weakest performer, if inflation crops.
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