Higher Inflation Is On The Way

There has been no shortage of Oil Exploration & Production bankruptcies over the past five years. Source: https://www.naturalgasintel.com/substantial-ep-bankruptcies-likely-before-years-end-says-haynes-and-boone/
https://ycharts.com/indicators/reports/baker_hughes_international_rotary_rig_count
Inflation expectations have been range bound below 3% for the past two decades. This is unlikely to be the case in 2021 with a sharp uptick in oil prices on the horizon. Source: https://www.bloomberg.com/opinion/articles/2020-12-10/inflation-may-be-primed-for-a-resurgence-at-last?srnd=premium
Because of how much mortgage rates have fallen, further home price appreciation seems likely. Source: https://www.bloomberg.com/opinion/articles/2020-12-10/inflation-may-be-primed-for-a-resurgence-at-last?srnd=premium

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