Inflation, Interest Rates And Fixed Income Investments
In this newsletter, we first look at current inflation and interest rates. We then proceed to review our fixed income portfolio and offer some observations.
Hot inflation numbers
Inflation is perhaps one of the most important factors that affect underlying economies and thus stock and bond prices. Inflation is usually gauged by so called CPI (Consumer Price Index). Recent CPI numbers have been red hot: the 12-month annual CPI ending January is 7.5%, while the December 2021’s number is 7.0%:
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