Indicators swing back to possible disinflation

Daniel Weston

Aimed Capital

We are currently short U.S Treasuries to profit from a rate rise. The reason we entered that trade several months ago was because of rising inflation expectations in our leading indicators, but now these are rolling over, both the U.S and World data seems to be swinging back towards possible disinflation. We have to watch this one carefully and will change our assets accordingly. Here is what our current Global growth and inflation expectations are showing us. Is that big ugly disinflation ogre is coming back? (thus spurring more QE/money printing/lower rates) To read about our current asset allocation click the (VIEW LINK)


Daniel Weston
Chief Investment Officer
Aimed Capital

Running the Aimed Global Alpha - Macro Hedge Fund. Aussie. Trader. Investor. Coder. Cricketer. Skier. Surfer. Flyer. www.aimedcapital.com

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