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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  • Robert Lloyd, CFA

Is The Fed Foaming The Runway?


Narratives drive markets and the narrative on inflation has really heated up in the last few weeks. Look at some of these headlines from the WSJ, NYT, USA Today, FT and CNBC!





What is the Fed telling these guys "off the record"? Fairly or not, the Federal Reserve and President Biden are being squarely blamed for this burst of inflation and the natives are getting restless.


Is the Fed foaming the runway?


We are expecting a strong Fed tightening cycle in 2022 in response to the strong inflation we've been writing about for the last few months.


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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