Evolvingv2.1

Inflation Pressures

Structural inflation beyond the cycle. Labor markets, demographics, and deglobalization creating persistent price pressures that change the investment calculus.

Market Expression8 stocks · Trailing 12m

How we'd express this thesis in the market. See the full index →

Basket

+33.5%

TIP

+0.1%

Alpha

+33.3%

Not investment advice. We track these equities to confirm or challenge our thesis. Do your own research.

Signal Momentum

Supporting

+17

Challenging

-0

Trend

↑bullish

Accuracy

No predictions yet

Signal Momentum

Supporting (15)

Challenging (0)

Inflation Pressures

Signal Momentum

Signal Momentum

Thesis Evolution