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![]() "Short-term inflation comes in two flavors, one tied to the price of gold, the other to the price of crude oil. The oil-price plunge in late 2022 is likely to mitigate the scourge of inflation on stocks and bonds." Tactical Asset Selector 2/23 |
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~ R. David Ranson, President and Director of Research HCWE & Co. |
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Exploring the common factor in stock and bond health |
Short-term inflation comes in two flavors, one tied to the price of gold, the other to the price of crude oil. The oil-price plunge in late 2022 is likely to mitigate the scourge of inflation on stocks and bonds. |
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Inflation: Too soon to say goodbye |
The decline of inflation in recent months is transitory and has nothing to do with the Fed. It has everything to do with the price of oil. |
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"Market forecasts" for the coming twelve months as of April 1, 2023 |
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"Market forecasts" for the coming twelve months as of April 1, 2023 |
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