Issue 13: Inflation Ghost
- Sharmila Whelan
- Jan 23, 2025
- 1 min read
23 January 2025
Business cycle indicators suggest there is no imminent inflation threat. Further Trading Post doesn’t buy the mainstream view that Trump’s policies will lead to a structural upshift in inflation. Quite the contrary. However consumer price inflation in the advanced world is not going back to pre-Covid and post-GFC rates. Around 2.5- 3% will be the norm hereon, which is good for corporate earnings growth and real assets.
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