Howestreet.com - the source for market opinions

ALWAYS CONSULT YOUR INVESTMENT PROFESSIONAL BEFORE MAKING ANY INVESTMENT DECISION

May 28, 2021 | Rosenberg Reviews Inflation Narrative

Danielle Park

Portfolio Manager and President of Venable Park Investment Counsel (www.venablepark.com) Ms Park is a financial analyst, attorney, finance author and regular guest on North American media. She is also the author of the best-selling myth-busting book "Juggling Dynamite: An insider's wisdom on money management, markets and wealth that lasts," and a popular daily financial blog: www.jugglingdynamite.com

How well we interpret and respond to the inflation cycle defines longer-term investment outcomes more than anything else.  With the consensus now confidently in the accelerating inflation camp, alternate views are rare and worth considering.  David explains dominant factors well in this segment.

  • Are we really facing secular inflation?
  • How the recent stimulus impacts the inflation narrative
  • FED has it right – this inflation is a “transitory phenomenon”
  • How to play against the popular narrative that secular inflation is imminent
  • Why this inflation is transitory
  • Outlook on treasury yields

 

Here is a direct audio link starting at 11:00 minutes on the play bar.

Below is the April Citi US Economic Surprise Index David mentions as being at the lowest level in 11 months.

This entry was posted in Main Page. Bookmark the permalink.

STAY INFORMED! Receive our Weekly Recap of thought provoking articles, podcasts, and radio delivered to your inbox for FREE! Sign up here for the HoweStreet.com Weekly Recap.

May 28th, 2021

Posted In: Juggling Dynamite

Post a Comment:

Your email address will not be published.

All Comments are moderated before appearing on the site

*
*

This site uses Akismet to reduce spam. Learn how your comment data is processed.