Although the 2021-2023 inflation episode was clearly of the transitory sort, the possibility of a re-emergence of the more menacing structural inflation is a latent threat – and it may be ...

The consumer price index rose 2.7% on an annual basis in June 2025, up from 2.4% in May, according to the Bureau of Labor ...

A weaker U.S. dollar may fundamentally benefit some areas of the stock market, but “it could also potentially drive higher ...

Gold and the dollar can rise together due to US fiscal dominance, structural inflation, ... Below is a chart of DXY and GLD from November 2004 to February 2025.

Signs of structural inflation are a concern here. The bond market has duration risk, and is exposed primarily to the shorter-term expectations for rates. Bottom Line.

“Their pre-pandemic structural inflation expectations at below 0.5% combined perfectly with the +1.5% pandemic shock to get close to the 2% sweet spot,” he said.