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Tag: CPI

Today's hot CPI numbers burned the market. The Fed's Bullard gets hawkish and may spell problems for the market going forward in February.

High debt levels and inflation create difficulties for investors in 2022. ‘Financial Repression’ could become a household phrase. Inflationary pressures will put certain sectors in the spotlight. We watch oil and gas exploration and production, consumer staples and real estate as places for outperformance. A quick look the Russian ETF (RSX) reveals its need to …

Friday Investment Talk: Macroeconomics, Financial Repression in 2022 Read More »

It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”. If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.
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