
Breaking News #2: The Drumbeat of Inflation
Epsilon Theory Podcast
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The Max Pain Scenario for Investors
With mortgage rates staying low, supply remains limited. The expectation of inflation is driving various behaviors, even though data doesn't yet support it. It may take another six months for inflation to significantly rise, but by then it will be too late to control. The Fed may be forced to implement a new series of price hikes, which would negatively impact all investment portfolios. This scenario represents the maximum pain for investors.
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