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Apr 08 2015

Another Take On The Inflation Debate

  • Apr 8, 2015

While there’s understandable obsession over the likely level of inflation (especially with the year-over-year CPI dipping below zero in the past two months), equity managers with no interest or skill in inflation forecasting might be better served by monitoring the character of inflation—i.e., whether it was led by changes in consumer or producer prices.


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About The Author

Doug Ramsey / Chief Investment Officer & Portfolio Manager