Finally, after years of waiting, the economy is starting to show signs of significant inflation. Powell seems to have little concern with inverting the yield curve and even more pundits are pointing to a market correction. On the opposite end, some financial pundits are painting a different narrative. One where the Fed ignores its 2.0%Continue reading War Room Recap: Sweating Inflation
From policy makers to portfolio managers, the search for inflation is no longer coming up empty. Annual CPI stands around 2.5%, up from stated comfort levels. Oil prices are above 80 usd and investors are starting to sweat. If the Fed reigns in inflation, there is sure to be collateral damage. – Why is the Fed lettingContinue reading WarRoom Replay: Sweating Inflation?