Here Comes... Deflation?
While the news media can’t get enough runway to spread fear about inflation, there are many signs in the market that inflation may be yesterday’s battle and that DEFLATION may be the next battle that investors need to arm and prepare for. In this week’s market update, we are going to review the collapse of commodity prices and what the relative breakdown of assets that benefit from inflation over the past month could mean for the economy and your portfolio. Lastly, are going to review the type of asset classes and stocks that historically perform well during times of disinflation and how that aligns with the current breakdown of client portfolios.
Key Takeaways
- It appears higher interest rates are beginning to slow the U.S. economy
- Commodity prices are moving lower despite the war in Russia
- Identify stocks that can grow in a low-growth environment
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