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.

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Inflation Series Part 1: Factors affecting inflation, then and now


To survive 2023, you have to understand what is happening to inflation.


Inflation dominates Fed policy today and Fed policy dominates the markets. Let's start by reviewing the key factors that affect inflation, because it isn't just Fed policy that drives inflation up and down.


Here is our framework. We will address each factor over the next few days. The key takeaway is that except for bank regulation, the 2020's are starting to look a lot like the 1970s.


If you'd like to discuss how to manage through this environment, please reach out to us info@lloydsintrepid.com.


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.


© 2022 Lloyds Intrepid LLC

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