Institutional Investing / Macro Minutes

Macro Minutes: Inflation and the 3-Month Rule

In our latest Macro Minutes video, Capital Markets Research Analyst Luke Puetz explains why Fisher Investments believes the recent heightened inflation is likely to fade as the pace of economic growth normalizes.



Key Points

  • Today’s inflationary conditions are most likely short-term, associated with the re-opening of the economy.
  • Inflation can be an end-of-cycle indicator, but we doubt that is the case today because many other bear market indicators are missing.
  • If we are wrong and more bear market conditions begin to develop, losses tend to be minimal early in bears.

Transcript

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