December 12, 2025

Market Metrics: US Inflation

Market Metrics: US Inflation

So, you’ve noticed current market volatility. Having concerns about your investments is normal, but downturns are not unusual – and not a reason to panic.

by Dejan Pekic

12

December 2025

Market Metrics: US Inflation

Posted by Dejan Pekic

Tariffs are bad news because they increase the cost of goods however it appears that the US Tariff War is proving to be a one-time jump in prices.

The impact of the tariffs is being described as an inflation ‘camel hump’ and if inflation does subsequently reduce then it will be good news for all growth assets (property and shares).

Click for charts.

Lower inflation supports all asset prices for longer, it certainly does not mean that we will not have a asset price correction/crash instead it implies that the next correction/crash is further away.

Fortunately, we do not need to concern ourselves with the timing of the next correction/crash because Benjamin Graham’s Value Investing Principles teach us that all we need to do is remain invested according to our appetite for risk and buy more quality assets when asset prices fall.

Our business is based on referrals, so if you have family, friends or colleagues that want advice please ask them to contact us.

At Newealth we are always looking to support and promote our clients wherever possible and if you have any ideas or comments, please feel free to email me or to call me on +61 2 9267 2322.

Related Posts

  • Cryptocurrency’s Latest Plunge

    This year has already proved volatile for cryptocurrency, with Bitcoin falling to below US$63,000, its lowest price in five years. In the week leading up to 3 February, the value of Bitcoin fell by about 10% while the second largest crypto, Ethereum, lost about one-fifth of its value. Another popular cryptocurrency, Solana, halved in price.

    Published On: March 6th, 2026By

  • Property vs shares: Which is better for long-term wealth?

    While the stock market has traditionally been considered the primary way to build wealth, many now also look to property investing. If you’re tossing up between property or shares, you should know that each option has its own risks and rewards.  Your decision to invest in property or shares may be based on personal circumstances

    Published On: February 24th, 2026By

  • An Update on US Recession Indicators

    Early last year, we flagged research that pointed to a probable recession in the United States in 2025. While there was plenty of turmoil last year, particularly after Trump announced stinging global trade tariffs, the economy remained resilient. The lack of follow-through on the proposed tariffs, in combination with a steady labour market and strong

    Published On: February 20th, 2026By

Sign Up

Sign up to receive clear insights on market trends, along with practical financial, investment and lifestyle guidance to help you make confident decisions.

Newealth helps professionals, executives and families plan, invest and protect their long-term financial future.

The CFP® Certification Program is the highest designation in financial planning worldwide. It comes coupled with commitment to the highest ethical standards and sets CFP® professionals apart from the rest.

Address
Level 10, 276 Pitt Street
Sydney NSW 2000
P: +61 2 9267 2322

General Advice Warning: The information contained on this web site is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs, and where appropriate, seek professional advice from a financial adviser.
Go to Top