![Orion Nebula 11107 1920](/assets/media/designs/uploads/content/discovery/165x165/orion-nebula-11107-1920-149561.jpg)
13.07.2021
US equities & inflation - a regime shift?
In our “Inflation – Friend or Foe?” observation we simply added up the number of S&P500 single stocks with a positive relationship with US inflation expectations (‘inflation tailwind’), versus the number with a negative relationship (‘inflation headwind’). Updating that chart today reveals an interesting shift.