Markets are priced for inflation to peak,pay attention to downside risks
Unfortunately, it is the U.S. government that discourages companies from continuing to produce fossil fuels, so be prepared for long-term highs. In addition, strong demand for labor leads to rising wages. It can be seen that inflation is driven by both cost and demand, just like As in the 1970s.
At a time when inflation is an unsolvable problem, growth stocks’s PE are in danger .
The behavior of consumers to buy houses against inflation may bring opportunities to real estate stocks.
Such investments are betting on an "inflation-fueled housing construction boom, as too many people with high debt loads want to buy homes, but housing supply falls far short of demand" -- "the classic definition of inflation."
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