4 Things Investors Should Know About Inflation

03/14/18 07:45AM EDT

Editor's Note: Below is a brief excerpt from today's Early Look written by CEO Keith McCullough. Click here to learn more about the Early Look. 

4 Things Investors Should Know About Inflation - 03.14.18 EL Chart

"As it does every day, yesterday’s inflation data mattered. So did the market’s reaction to it:

  1. Headline inflation surprised me (a little bit) to the upside as the Energy component actually ticked up instead of down
  2. But a non-breakout in inflation expectations surprised the bond market more; US Treasury bond yields closed down on the day
  3. US Treasury 10-year Yield is down to 2.84% and now down 6 basis points month over month
  4. It’s easy to see that USA’s headline inflation peaked at +2.74% in February of last year. 
Where does a rollover in inflation expectations go from here? ..."

4 Things Investors Should Know About Inflation - early look

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