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Central Markets by Robert Lloyd, CFA

The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the  information cannot be guaranteed. All opinions and outlooks are subject to change.

  • Writer's pictureRobert Lloyd, CFA

Can An Idea Change The World?

You betcha!

The ECB (European Central Bank) shook the foundations of the financial world this morning. "Let's include housing inflation as part of our price measure!" Here is what will happen:

1. All measures of inflation will rise dramatically (again!).

2. Central banks will say their inflation objectives have been met.

3. They will cut off Quantitative Easing and raise interest rates.

What do you think that will do to markets? Just for fun, I have attached the last 30 years of Case-Shiller US Housing inflation. Enjoy!


But wait; this just keeps getting better. Now word is leaking out that the Bureau of Economic Analysis (BEA) is looking at the same thing here in the United States. How to problem of low inflation readings? Change the metric! There is no way this is a surprise to the Fed.

Robert Lloyd, CFA®

Chief Investment Officer

Lloyds Intrepid Wealth Management

Lloyds Intrepid LLC is doing business as Lloyds Intrepid Wealth Management. Lloyds Intrepid LLC offers investment advisory services in the State of Texas where registered and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. Lloyds Intrepid LLC and its advisers do not provide legal, tax or accounting advice. Lloyds Intrepid LLC formulates retirement plans, investment strategies, portfolio construction and investment due diligence for clients with signed investment advisory agreements with us. The information contained herein has been obtained from sources believed to be reliable, but the accuracy of the information cannot be guaranteed. All opinions and outlooks are subject to change.

© 2021 Lloyds Intrepid LLC

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