Incrementum Inflation Signal Update

We hereby want to inform you that as of the beginning of July, our proprietary inflation indicator has decreased from a “50% RISING INFLATION” to a “50% FALLING INFLATION” signal and thus reached the minimum level for the first time since November 2018.

The Incrementum Inflation Signal Update contains the following chapters:

  • Surfing the wave: Rapid changes from an inflationary to a disinflationary environment are taking place
  • Taking a Break: Historical look at rate hikes in correlation with recessions, correlation between CPI and breakeven rates.
  • The Next Inflation Waves Are Still Out There: Are further inflation waves still to come?
  • Implications for Gold: How has gold performed in recent months and what can we expect in the near future.
  • Investment Impact: How should investors react to the current environment and what are we doing.

Incrementum Inflation Signal Update

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