Rising of monetary inflation is coming but cost inflation is falling as you wish
Recent inflation rate as 3.2% is on the falling trend line as you wish BUT...
The meaning of inflation rate falls is that cost inflation is declining as you wish. So that Time to buy a US Treasury T-bond? NOPE! The inflation driven by consumer goods' price and commodities' price is driven by "Cost Inflation". But we still have the US government's fiscal debt and steady level of M2 Supply up in the ceiling of the historical chart. This is about monetary inflation by injecting liquidity into the market such as stock and bond and M2 supply. Without solving these monetary inflations, The US treasury T-bond yield will be rising again. Like I said before, "Not a good timing to buy a US T-bond". There is still the pressure of downside for the price of T-bond.
Why Monetary inflation is rising?
Most Western country and China, even South Korea and Japan are transitioning into a "Hyper-Aging Society" This means that the productivity of those countries are falling and their economic growth rate is not exponentially rising as they had before. As they have in the aging society, government fiscal demands will be dominant and print more monetary supplies on their market to support and make societal safe margins. While monetary inflation is rising, the value of assets will have bubble on it. Other than aging society trends, We have US-China Geopolitical conflicts and wars in the middle of operations at Russia-Ukraine and Israel-palate. This creates huge monetary inflation for the western government. As monetary inflation is rising, those local currencies' value is debased due to the proliferated supply of monetary currencies. In 2024, the US have a presidential election. They will be making more liquidity on the stock and bond market. This makes another the biggest monetary inflation since COVID-19.
As you know, Monetary inflation is coming...Answer is Bitcoin
For my own portfolio management, I always think "What is the best way of storing the value of my asset without debasing asset's value within the era of monetary inflation?" The answer to this question is "BITCOIN" Bitcoin has a capped supply which is 21M coins and in 2024, the supply of Bitcoin will be halving. This is the key strategy to store your value of assets within the era of monetary inflation. I strongly think and take action in the era of monetary inflation for my portfolio management. The only answer is BITCOIN to preserve my asset's value in the next 10 or 20 years. Because the US-China geopolitical conflicts will not come to an end within the next 3 years. It is going to be a long-term battle in the world. And aging society trend is an inevitable force for every developed countries. This is a huge risk for investors who want to preserve their asset value in the next 10 or 20 years.
