Why You Should Not Lose Your Sleep Over Inflation



The unprecedented Covid-19 monetary and fiscal stimuli (almost 25% of US GDP, according to some calculations) are awakening investors' fears of hyperinflation and currency debasement.


Our team's analysis, presented in our webinar "Inflation or Deflation: The Great Debate" (Sep 23, 2020), shows why investors should not worry about inflation anytime soon.


Strong deflationary forces are likely to have the upper hand in the near-term. The large government CARES Act was a "one-off", it simply replaced lost income but it did not stimulate demand. Fed's printing press alone will not generate inflation, unless "money velocity" increases. Possible future government actions may become inflationary, but there is very limited supporting evidence today.


We also reviewed the best inflation hedges, should inflation rear back its ugly head!


Re-play the Webinar Recording


Inflation or Deflation
.pdf
Download PDF • 5.40MB




Featured Posts
Recent Posts
Archive
Search By Tags
Please Click Here For Important Disclosures and a Customer Relationship Summary:
-  Form CRS (Customer Relationship Summary)
-  Form ADV (Brochure)

This site has some hyperlinks to other websites and blogs. Such external Internet addresses contain information created, published, maintained, or otherwise posted by institutions or organizations independent of us. Livian & Co., LLC does not endorse, approve, certify, or control third party content and does not guarantee or assume responsibility for the accuracy, completeness, efficacy, timeliness, or correct sequencing of information located at such addresses. Use of any information obtained from such addresses is voluntary, and reliance on it should only be undertaken after an independent review of its accuracy, completeness, efficacy, and timeliness. Reference therein to any specific commercial product, process, or service by trade name, trademark, service mark, manufacturer, or otherwise does not constitute or imply endorsement, recommendation, or favoring by Livian & Co.

 

© 2020 by Livian & Co., LLC  |   PRIVACY NOTICE  |  IMPORTANT DISCLAIMER  |