News about our Inflation Signal
Dear investors, advisory board members and friends,
We’re writing to inform you, that as of mid-July, our proprietary inflation indicator has decreased from “100% RISING INFLATION” to “50% RISING INFLATION”, and thus reached its lowest level in more than a year.
We also discuss:
- Gold and other inflationary sensitive assets in the wake of competing pressures and an increasingly hawkish outlook for US monetary policy.
- First Interest rate hike could happen slightly earlier than expected!
- Outcome of the latest OPEC+ meetings and its effect on the oil price.
But what does all of this mean for the financial markets? Let us explain our view and provide a brief outlook.