1: Cyclical stocks typically do better during inflationary periods
Sources: Bloomberg and Wells Fargo Investment Institute. Data as of October 29, 2021.
2: Average holding periods for stocks on the NYSE have reached a new low
3: Three year forward inflation expectations actually ticked down in November!
4: Supply bottlenecks may be starting to ease? Not quite.
Ships are simply waiting further away from the port…out of sight out of mind.