Should we look towards 'Truflation'?

In the course of a conversation, Roni Green of GF Asset Management shares his perspective on the need for central banks to confront the question of interest rate hikes, although they could defer action. Reflecting on market trends and economic figures indicative of slowing price escalation, Roni suggests that inflation may have reached its pinnacle.

He elucidates a concept he dubs "truflation", a dynamic reflection of price variations crafted to understand tangible conditions. Observing the current inversion of the yield curve, Roni recommends a cautious posture in the bond markets, particularly at the yield end. While chasing higher yields might appear appealing, Roni warns of associated risks, advocating for a cautious approach amid the possibility of a looming economic downturn next year.