The longer inflation remains subdued, the longer this expansion lasts. The question here is simple – Are equities over- or undervalued with current inflation values? Here’s a look.
(For bottom-liners – with the today’s inflation readings close to 3%, stocks will be teetering for the next couple of years. That is, unless inflation subsides.)
Country |
Y/Y CPI |
Y/Y STOCK MARKET |
Month |
United States |
|
|
31-01-50 |
United States |
|
|
28-02-50 |
United States |
|
|
31-03-50 |
United States |
|
|
28-04-50 |
United States |
|
|
31-05-50 |
United States |
|
|
30-06-50 |
United States |
|
|
31-07-50 |
United States |
|
|
31-08-50 |
United States |
|
|
29-09-50 |
United States |
|
|
31-10-50 |
United States |
|
|
30-11-50 |
United States |
|
|
29-12-50 |
United States |
|
23.3113633 |
31-01-51 |
United States |
|
23.89402281 |
28-02-51 |
United States |
|
20.61635525 |
30-03-51 |
United States |
10.25096 |
21.33826559 |
30-04-51 |
United States |
10.08047 |
11.74022021 |
31-05-51 |
United States |
9.686971 |
16.03462293 |
29-06-51 |
United States |
9.556025 |
23.14231137 |
31-07-51 |
United States |
8.792596 |
24.61382395 |
31-08-51 |
United States |
9.00335 |
19.79148259 |
28-09-51 |
United States |
8.683008 |
16.59481801 |
31-10-51 |
United States |
8.760331 |
14.79349736 |
30-11-51 |
United States |
8.751027 |
14.36156656 |
31-12-51 |