Inflation in the US may be the investment topic of the moment. Whether inflation is merely a case of paranoia or actually raising its ugly head is yet to be seen. One thing looks certain – that the risk of disinflation is receding quickly while the Fed Reserve is readying itself to eventually meet factual or perceived inflation on the battle field of monetary policy. Consequently, investors should recognize the merits of adding US equity exposures to specifically deal with the type of inflation most likely to affect US risk assets in the near term, "creeping inflation."
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