I expect the next few inflation prints coming will show inflation spiking up because of the wars in Russia and Iran.
Six months from now it woulnt surprise me if long interest rates were down.
I believe the economy is slowing with high petro prices and high diesel prices and the commodity prices associated with them. Corn prices and wheat prices maybe going up and with diesel prices high, transport costs associated with them will keep grocery prices elevated.
Still the economy is slowing and I expect interest rates over time will come down and the Fed may rates a few times but in six months may lower them faster than expected.
I wouldn't buy bonds now but when they start trending bonds and their proxies will start to rally just not today, and six months from now is a long time.
Euro prices.
I expect the euro to eventually melt down against the dollar, same with the Yen.
Gold will probably go up even with Deflation but only time will tell.
I believe world Deflation will be met with money printing in most places in the world and because of that woulnt be surprised to see gold go up just not a lot inless you live in Japan, Europe orthe UK.
So even with many problems in the US the USD could remain elevated despite establishment people wanting it lower.
Either way I expect high asset prices over time in most of the world.
If you have access to low cost debt or leverage use it to attain assets and just wait and work your business or job and enjoy life.
Thanks for reading.
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