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What Happens After Expected Inflation Drops?
Good piece from John West of Research Affiliates on what happens to inflation exposed assets after a big drop in inflation expectations…
Here is a chart before the download:
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![](https://media.beehiiv.com/cdn-cgi/image/fit=scale-down,format=auto,onerror=redirect,quality=80/uploads/asset/file/d8a91777-795d-422c-ba84-b642e8abc186/Screen_Shot_2013_07_29_at_4.53.05_PM.png?t=1702399260)
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Download PDF
Website
http://www.researchaffiliates.com/