Economic Insights – June 2018

Have you ever noticed that the “hot topic” people are talking about is seldom the thing that makes a big difference? For instance, inflation was the number one issue that analysts and money managers were concerned about as we entered in to 2018 was inflation. And that what people are acting on. According to Urban Carmel:
“79 percent of fund managers expect higher inflation over the next 12 months; this is near a 14-year high. Commodity allocations are at a six-year high. In the past, this has corresponded with a fall in U.S. 10-year yi.....