Investment Strategy Insights

The latest research & strategic thinking from Tristan Capital Partners

From Simon Martin, Chief Investment Strategist & Head of Research

Good news on CPI for EZ!

The roll over in wholesale energy costs will initially make a difference but the spike we saw in goods and services prices over the last 12 months will take time to fade ... so we should probably assume that the ECB will keep tightening until these price effects fall away ....

Tight money and fading CPI pressure significantly increases the probability of the yield curve inverting ... and lower 5-10yr finance costs ...

Great article ...

From John Authers at Bloomberg ...