The longer inflation remains subdued, the longer this expansion lasts. The question here is simple – Are equities over- or undervalued with current inflation values? Here’s a look.
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Q2 hedge fund letters, conference, scoops etc
(For bottom-liners – with the today’s inflation readings close to 3%, stocks will be teetering for the next couple of years. That is, unless inflation subsides.)
| Country | Y/Y CPI | Y/Y STOCK MARKET | Month |
| United States | 31-01-50 | ||
| United States | 28-02-50 | ||
| United States | 31-03-50 | ||
| United States | 28-04-50 | ||
| United States | 31-05-50 | ||
| United States | 30-06-50 | ||
| United States | 31-07-50 | ||
| United States | 31-08-50 | ||
| United States | 29-09-50 | ||
| United States | 31-10-50 | ||
| United States | 30-11-50 | ||
| United States | 29-12-50 | ||
| United States | 23.3113633 | 31-01-51 | |
| United States | 23.89402281 | 28-02-51 | |
| United States | 20.61635525 | 30-03-51 | |
| United States | 10.25096 | 21.33826559 | 30-04-51 |
| United States | 10.08047 | 11.74022021 | 31-05-51 |
| United States | 9.686971 | 16.03462293 | 29-06-51 |
| United States | 9.556025 | 23.14231137 | 31-07-51 |
| United States | 8.792596 | 24.61382395 | 31-08-51 |
| United States | 9.00335 | 19.79148259 | 28-09-51 |
| United States | 8.683008 | 16.59481801 | 31-10-51 |
| United States | 8.760331 | 14.79349736 | 30-11-51 |
| United States | 8.751027 | 14.36156656 | 31-12-51 |
See the full list of inflation stocks here.
Starting with the U.S.
Inflation is almost always bad for stocks. Here’s a look at the U.S. relationship between...
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