The Fed wants inflation: implications for bonds, stocks and gold – ETF trends

The Fed wants inflation: implications for bonds, stocks and gold – ETF trends

By Roman Chuyan, CFA

  • The Fed moved to an average inflation target of 2%, which has already raised inflation expectations and will likely make real interest rates more negative.
  • This has important implications for all major asset classes: bonds, stocks and gold.

In my previous article, I wrote that this market is the most expensive ever, yet the economy is one of the worst ever. The current…

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