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Inflation Insights ♻️

Смысл в том, вероятно, что мы находимся в режиме Инфляционного роста или Рефляции - ускоряющегося экономического роста с ростом инфляции, на базе широких монетарных и фискальных стимулов. Последний раз такой режим наблюдался в послевоенный период 1950-1960.

Какие классы активов аутперфомили в 50-60е?

"Why are economists and policymakers so obsessed with inflation?
The simple answer is: because it transfers wealth and power – from old to young, from rich to poor, from consumers to producers, from creditors to debtors, from the private sector to the public sector, from developed countries to developing countries, and so on."

@OpenFinance



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Inflation Insights ♻️

Смысл в том, вероятно, что мы находимся в режиме Инфляционного роста или Рефляции - ускоряющегося экономического роста с ростом инфляции, на базе широких монетарных и фискальных стимулов. Последний раз такой режим наблюдался в послевоенный период 1950-1960.

Какие классы активов аутперфомили в 50-60е?

"Why are economists and policymakers so obsessed with inflation?
The simple answer is: because it transfers wealth and power – from old to young, from rich to poor, from consumers to producers, from creditors to debtors, from the private sector to the public sector, from developed countries to developing countries, and so on."

@OpenFinance

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Importantly, that investor viewpoint is not new. It cycles in when conditions are right (and vice versa). It also brings the ineffective warnings of an overpriced market with it.Looking toward a good 2022 stock market, there is no apparent reason to expect these issues to change.

Start with a fresh view of investing strategy. The combination of risks and fads this quarter looks to be topping. That means the future is ready to move in.Likely, there will not be a wholesale shift. Company actions will aim to benefit from economic growth, inflationary pressures and a return of market-determined interest rates. In turn, all of that should drive the stock market and investment returns higher.

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