Bonds and the Dollar Have Reached an Inflation Inflection Point

There comes a time in any economic cycle when inflation can roll over and begin a period of deflation. We’re at that point now, and just to make things interesting, we’re in the middle of a “Goldilocks” run in stocks. That makes now the perfect time to look at industries and assets that tend to outperform in inflationary markets. And of course we’ll look on the other side at how to capture performance in deflationary periods. Let’s go…