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.