Tuesday , 22 October 2019


Inflation/Deflation

Inflation Expectations Likely To Continue – Here’s Why

After declaring inflation all but gone last summer, investors are now deciding that calling the time-of-death might have been a bit premature. Starting in September and accelerating post-election, 10-year inflation expectations, measured by 10-year Treasury Inflation Protected Securities (TIPS), are surging [and, as I see it there] are four reasons why I think the rebound in inflation and inflation expectations is likely to continue into 2017.

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How to Protect Your Portfolio From Inflation

Inflation lurks in the shadows. It destroys value by gradually eroding real returns over time. It is financial death by a thousand cuts. Investors too often look at "the numbers" in their portfolio without asking what those numbers can actually buy over time. It's a classic mistake that John Maynard Keynes termed "money illusion."

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