Inflation Seasonality

Something for your Espresso: What if it is not bad inflation..

Equity markets keep performing despite a front-end repricing of interest rates. If the consumer is really doing better than feared, then we are in for a different type of inflation compared to 2021/2022. And this time it is not as bad..
2023-02-16
<a href="https://stenoresearch.com/author/andreas/" target="_self">Andreas Steno</a>

Andreas Steno

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Equity markets keep performing despite a front-end repricing of interest rates. If the consumer is really doing better than feared, then we are in for a different type of inflation compared to 2021/2022. And this time it is not as bad..
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