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

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