Sentences with phrase «than inflation plays»

Also, I consider many of my real asset holdings more special situations, than inflation plays.

Not exact matches

Tuesday's below - consensus ISM and construction spending report, along with a hotter - than - expected prices paid report, played perfectly into the bear narrative of slower growth and higher inflation.

It usually plays out like this: The economy starts to grow faster than expected, wages and inflation shoot up, and then the Fed reacts by aggressively raising interest rates.

I agree there may be significant inflation in the pipeline, but it may arrive a lot later than most people expect: https://wexboy.wordpress.com/2012/09/04/so-wheres-the-bloody-inflation/ I've highlighted some ways to eventually play it, and will prob.

The Fed was already letting inflation run at rates higher than intermediate interest rates, so they were out of play as well.