Deutsche Bank: No Excuses For Anemic Inflation – ValueWalk Premium
15Aug

Deutsche Bank: No Excuses For Anemic Inflation

Inflation, sovereign debt and currency values have historically been correlated to various degrees. When they fall out of their correlation patterns, mean reversion has typically occurred. Given these as precepts, Deutsche Bank Foreign Exchange Macro Strategist Alan Ruskin looks at recent CPI data on consmuer spending and connects what are at times noncorrelated dots.

"Excuses don't count" for CPI data
For the last five months, the Consumer Price Index (CPI) has been rather anemic

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Author

Mark Melin is an alternative investment practitioner whose specialty is recognizing the impact of beta market environment on a technical trading strategy. A portfolio and industry consultant, wrote or edited three books including High Performance Managed Futures (Wiley 2010) and The Chicago Board of Trade’s Handbook of Futures and Options (McGraw-Hill 2008) and taught a course at Northwestern University's executive education program.

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