Gerber Kawasaki Wealth & Investment Management CEO Ross Gerber warned on Friday that the inflation trough for the current cycle has already passed, arguing that prices are now headed higher as tariffs and war push living costs up. His view echoes hard to be optimistic about markets when inflation is still acting as a brake on both stocks and bonds.
In the X post, Gerber wrote that the cost of living is climbing quickly, pointing to two forces he called “wildly inflationary”: tariffs and war. He also argued that, once inflation momentum builds, reversing it can be difficult.
That inflation-first framing also connects to his broader market stance that risk appetite is harder to justify when sellers are taking control and the tape looks heavier on the downside. Last month, in …
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