HomeLifestyleRetailOutlook For Inflation In Near-Term
Outlook For Inflation In Near-Term

Rebecca Walser joins Nicole to share her thoughts on the near term inflation outlook. She highlights the challenges and impacts to to managed portfolios as inflation rises. Rebecca does not see inflation as merely transitory, but rather a persistent problem due to extraordinary monetary and fiscal policy stimulus. She says long tern growth stock valuations will continue to come under pressure, with inflation which is obviously showing up in food, raw material and commodity prices.

Market Overtime

11 May 2021

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