INFLATION AND THE STOCK MARKET

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

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…