The MacroTourist

The MacroTourist

Share this post

The MacroTourist
The MacroTourist
INFLATION AND THE STOCK MARKET
Copy link
Facebook
Email
Notes
More

INFLATION AND THE STOCK MARKET

And why the 'tourist thinks we are close to peak Fed hawkishness

Kevin Muir's avatar
Kevin Muir
Jul 13, 2022
∙ Paid
42

Share this post

The MacroTourist
The MacroTourist
INFLATION AND THE STOCK MARKET
Copy link
Facebook
Email
Notes
More
14
Share

You should probably report me to the CFA Institute; I’m about to commit a chart crime. I know it’s not right, but rest assured, my reason for highlighting these charts comes from a good place.

Don’t send me emails saying I cherry-picked periods that worked best — guilty as charged. But, it’s the only way I have to show that inflation is often positive fo…

This post is for paid subscribers

Already a paid subscriber? Sign in
© 2025 Kevin Muir
Privacy ∙ Terms ∙ Collection notice
Start writingGet the app
Substack is the home for great culture

Share

Copy link
Facebook
Email
Notes
More