Subject: Re: beating the market
Anyway, I mention it because the year-on-year change in Divisia M4 is now down to -2.465%.
One might speculate that a drop in inflation is coming, perhaps even a drop in core inflation which has been stickier, still at 5.3% year-on-year.

A drop in inflation is still positive inflation so maybe not that great news for "fixed fixed income" i.e. long term fixed rate bonds. Floaters (and ultra-ST bonds) should still keep floating nicely.