The Market Is Not Positioned For the ‘Unwatched Inflation Pot’ To Boil Over Authored by Simon White, Bloomberg macro strategist, The market is not ready for a re-rise in inflation, with positioning long in stocks, bonds and rates futures. Inflation has been relegated to secondary importance for now, but unwatched pots often boil over. Structural price-growth remains elevated, while core consumer prices are still above 3% – harbingers that it’s not time to mute the inflation alarm. It would be around now – before inflation has returned to a low-and-stable regime – that a shock arrives and prices re-accelerate. Price… — Continue at ZeroHedge News : Read More
Home » The Market Is Not Positioned For the ‘Unwatched Inflation Pot’ To Boil Over – Tyler Durden