August 2021 Commentary - a podcast by Jack Brown, CFA

from 2021-08-02T11:38:06

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We suspect inflation will be above average for the next couple years ~ perhaps in the 2% to 5% range. The inflationary factors we believe are present are: Stimulative Federal Reserve (monetary) policies, Stimulative fiscal spending policies, Large amount of savings built up in money-market, savings, and checking accounts, Supply-chain bottlenecks, Accelerated spending as the...