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How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021
How Inflationary Risk Could Corner the Fed: DB- Jan12, 2021
ratings:
Length:
36 minutes
Released:
Jan 12, 2021
Format:
Podcast episode
Description
Peter Boockvar, CIO of Bleakley Advisory Group, joins Real Vision managing editor Ed Harrison to discuss how the full force of inflation that could emerge in 2021 could pose a significant risk to the Fed’s ability to execute. With Treasury yields rising, Boockvar anticipates the scrutiny of stocks with high price-to-earnings ratios to continue expanding, and once the distribution of the COVID-19 vaccine becomes more extensive in the coming months, he explains that the shift in spending toward services-oriented consumption could trigger a rise in nominal rates, but not necessarily in real rates. With the potential risk of inflation accelerating in the coming months and a yield curve that could steepen too quickly, he argues that these circumstances will restrict the Fed’s ability to act in the case of a market event. In the intro, Real Vision’s Haley Draznin examines the continued rise in treasury yields and the macro economic impact of all the debt that has been printed by the U.S. government.
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Released:
Jan 12, 2021
Format:
Podcast episode
Titles in the series (100)
Adventures in Finance 4 - Analyzing Cyclical Market Behavior: Understand how to leverage financial cycles & forecast future markets with veteran investor Robin Griffiths. Also on this week, Brent Johnson, CEO of Santiago Capital, tells us his misjudgments’ on gold and being a true contrarian. by Real Vision Daily Briefing: Finance & Investing