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Apr 26 2021

Meet The “Inflation Slayers”

  • Apr 26, 2021

A sustained period of significant inflation is probably the biggest risk facing investors. Signs abound that inflationary pressure is building. The S&P GSCI Commodity Price Index has more than doubled from its lows last April, bond-market breakeven rates have surged this past year (i.e., illustrating bond-investors’ inflation expectations), and both manufacturing and service-sector companies report some of the strongest selling-price flexibility on record.

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About The Author

James Paulsen / Chief Investment Strategist