John Serrapere publishes a weekly newsletter which includes in-depth research, charts & graphs and insights into current and past markets. Click the below links to view a preview of what the weekly inFocus newsletter has to offer. To view this week's entire newsletter as well as all past newsletters, you must create an account. 

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Leveraged Bets in the Global Casino
September 25, 2023


Arrow Insights (AI) conductsresearch for the weekly InFocus. AI reviews economic and market factors relevant to specific financial needs. Each InFocus examines asset classes and index performance within an asset allocation context. The primary or secondary objectives are hedging inflation, deflation, or both. Each InFocus reviews a portfolio strategy model or index relevant to this process.

Our last four issues reviewed how U.S. 10-year Treasury Yields (UST10Y) were anchored to 5-year forward inflation expectations (T5YIFR). 5yF expected inflation peaked at 2.53% on Aug 7, 2023. 

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