The Future of Cloud Survey - Deloitte's Future of Innovation Survey

The producer price index leads the development in earnings, corporate earnings, by quite at some time. So let's have a look at which equity sectors perform when inflation is slowing and which equity sectors suffer. And there is one overwhelming conclusion when you look at 10 years of historic data on inflation relative to the performance in various equity sub sectors. That is not necessarily something to cheer about as an equity investor - even though it opens the door for easing from the central bank.