INFL News and Press, Horizon Kinetics Inflation Beneficiaries ETF From 10/27/22

Summary With inflationary pressures and recessionary fears remaining top-of-mind, equity managers see no short-term end to the bumpy ride in markets. One of the key risks cited by equity managers in our third-quarter report is the possibility of inflation remaining stuck at high l...

Summary Inflation is high and rising. INFL invests in companies which tend to outperform under said conditions. The fund has significantly outperformed YTD and should continue to do so if inflation remains elevated. Author's note: This article was released to CEF/E...

Summary Good, but not as well as hoped. Inflation-hedge ETFs have generally been successful in minimizing losses during the current inflationary environment, less so at generating positive returns. An overview of some of these funds and their performance follows. A...

Summary October flash PMI data will provide much needed insights into the risk of some of the world's major economies falling into recession. Falling or near-stalled output was seen across the four largest developed economies - the 'G4'. Only Japan recorded expansion, and even her...

Summary Global GDP growth is still expected to be positive in 2022 (excluding Russia) but is expected to fall fairly dramatically in 2023. The U.S. Q3 2022 earnings season has just begun, and the outlook is for lower but still positive revenue and earnings growth. Inflation wi...

Summary After a bumpy year, 2023 could prove to be even more challenging for global goods trade with consumer demand faltering, oversupply returning, and the energy and subsequent inflation crisis persisting. So far this year, global merchandise trade has held up extremely well gi...

Summary CPI reading came in ahead of expectations. Core CPI hit a new cycle high, which is pretty devastating for the "transitory" narrative. The Fed will have to continue to hike rates, putting pressure on broad equity markets, and especially on long-duration assets such as t...

Summary Global economic output contracted for a second straight month in September, adding to signs that businesses around the world are reporting the toughest conditions outside of pandemic lockdowns since the global financial crisis. Manufacturing is being hit by rising prices, ...

Summary We maintain our intermediate-term bearish bias and think it makes sense to pursue short-term shorts, as well. Shorting stocks is a difficult and complicated proposition. Typical action would see oil back above $100 bbl pretty easily, with a run toward $120 certainly wi...

Summary The last decade, from a historical perspective, looks like an anomaly. If volatility becomes more common in the future, strategies that help reduce downside risk should become integral to equity allocations. Expect to see more volatility in the next 10 years than in th...