I'm sorry for any bad words used to attack you. I know you're good but I think your comments about inflation is a little bit blunt.
Banks are rubbish in lower interest rate curve but what they owned are good for a resilient inflation hope. It's retail sector.
Oil is good indication of a rising inflation environment. All CPI reports across the globe did mentioned about the price of oil.
I agreed Inflation is no where to be seen in any countries accepted the poorer ones as their food prices stock up all other prices.
Food prices must rise before I would say oil price MUST follow suite.
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