Two Inflation Charts You Can't Ignore

The article warns of a significant inflationary wave, citing PPI at 6% with a potential rise to 10% due to persistent energy shocks, higher food prices, and geopolitical risks. It argues that historical precedents point to major stock market downside unless valuations are already depressed. The message is broadly risk-off and implies market-wide pressure across equities and inflation-sensitive assets.

Analysis

The article warns of a significant inflationary wave, citing PPI at 6% with a potential rise to 10% due to persistent energy shocks, higher food prices, and geopolitical risks. It argues that historical precedents point to major stock market downside unless valuations are already depressed. The message is broadly risk-off and implies market-wide pressure across equities and inflation-sensitive assets.