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Is Inflation Structural?

By: Altegris Research (Curators) on 6/13/22 8:00 AM

Weekly Round-Up
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Weekly Round-Up: Issue 061322

 
Still not Transitory

U.S. Inflation Hit 8.6% in May | WSJ

 

 
Rethinking 60/40

Regime Change: Enhancing the ‘Traditional’ Portfolio | KKR

 

 
REIT Update

Commercial Market Insights May 2022 | NAR

 

 
Portfolio Rebalancing Effect

The True Reason Central Banks do QE | Macro Compass

 

 
Alts Channel Check

Increasing Smaller Investor Access to Illiquid Alternative Investments: Approaches, Developments & the Expanding Role of Technology | CAIA

 

 
Hedge Fund Private Bets

Hedge Fund D1 Borrowed Billions for a Hot Bet That Now Faces Reckoning | Bloomberg

 

 
Venture Lifeline

Coatue, JPMorgan Weigh Funds to Buoy Capital-Hungry Startups | Yahoo/BBG

 

 
Targeting LME

Jane Street Follows Elliott in Suing LME Over Nickel Trades | Yahoo/BBG

 

 

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