Chart of the Day: The stock market leads inflation in big movements. May support theories about expected inflation rather than actual inflation has the main impact.
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Chart of the Day: Big moves in oil price have a big impact on inflation. Correlation of 54%, hence, if oil price increases inflation increases and vice versa. This also highlights how sensitive CPI as a measure of inflation is to big price changes in oil.
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Chart of the Day: As the one-year rate was pushed down by the Fed’s loosening policy through QE following the GFC. The S&P 500 soared, typical “asset price inflation”. The tightening since 2015 has not yet killed this bull.
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Chart of the Day: Looking over almost three decades, we can see a negative correlation of 45%. Big moves in inflation lead to opposite moves in the exchange rate. Hence, when inflation increases, the US Dollar has mainly depreciated and vice versa.
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Live Event: During the week of February 26, Andrew Stotz will have three events in Bangkok. All events are free to attend and we invite you to join us!
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In our Top 5 this week, we examine how to find the right balance as a factor investor, the rule for beating buy and hold investing, and the science behind incentives. All this and more…
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Global Equity FVMR Snapshot: Global markets have a return on equity of 14% and a 40% dividend payout ratio. Overall, Asia has seen great price performance in the past year and Europe has been the least volatile market in the past 3 months.
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Chart of the Day: In the past two decades, an average inflation rate of 2.4% in the world. Many central banks around the world are today inflation targeting, e.g. Fed and ECB target 2%.
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The Bangkok Podcast: Andrew is interviewed by Greg for the 71st episode of The Bangkok Podcast. They chat about investing in Thailand at the lay-person level, since many of us aren’t the most well-versed in financial options.
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Brewed in Bangkok (Podcast): Andrew is interviewed by Karsten and Siddhant for the 28th episode of Brewed in Bangkok. They talk about stock markets, coffee, investment and business advice and why you should or shouldn’t come to Thailand.
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