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
Daniel Weston
Chief Investment Officer
Aimed Capital

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


No areas of expertise

I would like to

Only to be used for sending genuine email enquiries to the Contributor. Livewire Markets Pty Ltd reserves its right to take any legal or other appropriate action in relation to misuse of this service.

Personal Information Collection Statement
Your personal information will be passed to the Contributor and/or its authorised service provider to assist the Contributor to contact you about your investment enquiry. They are required not to use your information for any other purpose. Our privacy policy explains how we store personal information and how you may access, correct or complain about the handling of personal information.


Please sign in to comment on this wire.

trending on livewire
Get the best of Livewire by signing up to our popular daily newsletter