The new investment regime in the U.S. is due to a shift from monetary stimulus to fiscal stimulus, says Derek Izuel. He discusses how the markets are rallying after a softer inflation print. He talks about what we learned from today's inflation data. He also notes that inflation will remain topical for the foreseeable future, and the investment environment will resemble the late 60s and 70s more than nay recent period. Tune in to find out more about the stock market today.
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