Inflation hedging: Being unplugged from the Matrix?

How far does the rabbit hole go?

Perception is everything when it comes to markets. Committee actions and decisions are not immune from the effects of media influence.

Add to this the lag effect of board cycles and decisions can become quickly time sensitive. When it comes to inflation, specifically, committees are being presented with two realities. One is of reversion to moderate, range-bound inflation underpinned by peaceful globalisation, one which is predictable typifying monetary eased markets since the Global Financial Crisis. Fitch lowers outlook for UK rating from 'stable' to 'negative' in light of Mini Budget Cyclical reversion to mean offers committees a sense of equilibrium across asset classes that allows relied-upon long-term models...