News about our Inflation Signal

Dear investors, advisory board members and friends,

We’re writing to inform you, that as of mid-July, our proprietary inflation indicator has decreased from “100% RISING INFLATION” to “50% RISING INFLATION”, and thus reached its lowest level in more than a year.

We also discuss:

• Gold and other inflationary sensitive assets in the wake of competing pressures and an increasingly hawkish outlook for US monetary policy.
• First Interest rate hike could happen slightly earlier than expected!
• Outcome of the latest OPEC+ meetings and its effect on the oil price.

But what does all of this mean for the financial markets? Let us explain our view and provide a brief outlook.