Most (as do we) believe that the risks of deflation are far greater than inflation currently. However, if the vastness of the quantitative easing and other “unconventional measures” being taken by central banks cause to much money to be printed then inflation expectations might and I mean might just ignite.
There are of course many other reasons why expectations of inflation may ignite, e.g. people start believing that the global role of the US dollar is undermined.
So while we predict that deflationary pressures will be with us for quite a while when will inflation raise its head and what types of markets would you like us to list on these topics?
Please let us know here.