204 days ago • Posted by Charles-Henry Monchau
Will inflation make a come back?
On one hand, US food inflation is picking up (e.g year on year price increase: beef/veal: up 25.1%; eggs: 12.1%; pork: up 11.8%). On the other hand, the Federal Reserve is RAMPING up inflation. A come back of inflation will have major implications in terms of asset allocation and investors are NOT prepared for this - source: Golden Coasts Consultants