Inflation is the key news in financial markets. It hasn't yet impacted stocks and stock markets but it could to it in the future. We discuss how inflation impacts stocks and the 3 scenarios that evolve. 
It is all a game of balancing between monetary policy, interest rates, risk, required returns and your personal financial position. 
Inflation might increase earnings, increase the required returns and indicate a recession. It is also all related to bond markets where the bond yields are rising. 


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