Deflation nation

Never ever invest in the present

RIP higher for longer, deflation nation, easing is around the corner and 0% chance for rates increases. Very bullish inflation headlines. But please remember that this is the present (or even in some cases "the past"). Equities has for sure traded some or a lot of this already. Yes, the inflation backdrop is supportive and we are not suggesting that you should be a contrarian here, just that you are not early in that trade. Nevertheless, let's examine some of the latest inflation data.

Higher for longer is over