Seismic Shifts: Perspectives On Inflation

This week's guest on PBS' WealthTrack is Jason De Sena Trennert, CEO of Strategas Research Partners and a financial thought leader named as one of the top macro research providers. This week he authored an editorial in The Wall Street Journal "Does the Fed Have the Will To Fight Inflation?"  The title would seem to suggest that he's challenging the Fed's position that the recent severe spike in inflation is transitory, a position many have doubts about. (I personally believe the Fed is right on the money on this one.) In this segment he discusses his perspectives on inflation and the Fed and it's likely to be different and one which will be useful to all of us.  Enjoy the weekend. 

10-21-21 SEISMIC SHIFTS - A message from Consuelo - October 21, 2021

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Sponsored by: October 21, 2021 Dear WEALTHTRACK Subscriber, Talk about a seismic shift! Inflation is back with a vengeance.  Higher prices are being felt throughout the economy by consumers and businesses alike.  Household energy costs are up 10% versus a year ago… Groceries are 4.5% higher… Restaurant meals are nearly 5% more expensive… And the costs of rent and its equivalent is more than 3% higher.    To put this into perspective, the Consumer Price Index, the most widely followed measure of price moves at the retail level, has just experienced its biggest year over year increase since the early 1990’s. And at the most basic level, the index of combined prices of all tradable commodities including aluminum and cattle, coffee and copper, gold and silver, gas and heating oil, recently hit its highest level in decades.    Are these price increases transitory as the Federal Reserve would lead us to believe or are we in a new era of higher prices not seen since the late 1970’s?  This week’s guest penned an editorial in The Wall Street Journal recently asking the question: “Does the Fed Have the Will to Fight Inflation?” He is Financial Thought Leader Jason De Sena Trennert,  Co-Founder,  Chairman, CEO and Chief Investment Strategist of Strategas Research Partners, a leading provider of economic, market and policy research.  Strategas has been voted a top macro research provider by Institutional Investor with five ranked analysts for four years in a row.    Trennert will address the investment and strategy implications of higher inflation.   Also, in this week’s EXTRA interview with Trennert, he will explain why he takes to the streets to find out what’s really going on in the economy.   If you miss the show on public television, you can watch it on our website over the weekend. You can also find the WEALTHTRACK podcast on Stitcher and SoundCloud as well as iTunes and Spotify. Have a super weekend and make the week ahead a healthy, profitable and productive one!   Best regards, Consuelo Facebook Twitter WEALTHTRACK Site YouTube Channel As always, if you miss this week’s program, it will be available on our website. Also, I want to thank all of you who are following me on Twitter For those of you active on Facebook: You can connect with us on our Consuelo Mack  WEALTHTRACK  page.