Today, there is a consensus view that inflation is transitory and central banks have it under control. As observers of market history, we know that market crises historically occur outside of the scope of consensus.
Our investment partners at Winton looked back for periods of rising inflation - defined as periods when the rolling 12-month CPI in the US increases by 4% or more from peak to trough. In Figure 1, the rolling CPI is... click here to continue.
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