Are Inflation Fears Justified?

Webcast

June 03, 2021

Many strategists are pounding the table as to why inflation will soon become a major threat to financial markets. Soaring fiscal deficits, MMT, political shift further to the left and President Biden’s plan to pour even more fuel on an already red hot economy are often quoted as obvious concerns for higher inflation.

But financial markets are never obvious. Alpine Macro strategists will explain why the inflation fears are misplaced, examine the key difference between today’s macro backdrop and the 1970s, and bring market insights and asset allocation guidance to investors who are wrestling with where inflation is going and the timeline.

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