December 12, 2025

Market Metrics: US Inflation

Market Metrics: US Inflation

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.

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.

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