The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
STOCKS AND INFLATION
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STOCKS AND INFLATION

How 2022 changed the playbook

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Kevin Muir
Sep 08, 2022
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The MacroTourist
The MacroTourist
STOCKS AND INFLATION
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Right now, there is no disputing the fact that inflation is unequivocally bad.

You might think that this was always the case, but that’s not true. At least, not when it comes to the stock market.

For almost all the 2010s, the stock market traded with a positive correlation to inflation expectations. This means that when the market expected inflation to ri…

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