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Why Consumer Prices Will Plummet (And How to Play It)

Real Vision: Finance & Investing

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The Most Sensitive Equity Sector to a Declining Inflation

The most sensitive sector on the exchange to a declining inflation is the energy sector. Every time inflation falls 1% in history, the energy sector suffers by 10%. I think healthcare is the best pick if you look at equity positioning as a consequence of a decline in inflation. Most currency pairs versus the dollar gain from an inflation decline in the US since the US usually leads the global cycle.

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