Tariffs and War Push Living Costs Higher as Inflation Trough Passes

The usual stock-and-bond diversification playbook becomes less reliable when inflation acts as a brake on both stocks and bonds. This occurs as inflation momentum builds, following a rapid increase in the cost of living. Ross Gerber, CEO of Gerber Kawasaki Wealth & Investment Management, identifies tariffs and war as the policies driving this inflationary pressure. He argues that the inflation trough for the current cycle has already passed and that prices are now headed higher.