Macro Update: Conditions Continue to Wane (but no worries at this juncture) — And — “We’re Not Very Correlated to the U.S. Market” Right Here… (video)

Bloomberg opinion columnist, Allianz Chief Economist, Ex-Pimco CIO and Queens College, Cambridge President Mohamed El-Erian is on the same page we are on inflation going forward:

“Inflation is not going to be transitory. I’ve been pretty certain in my mind about three prior calls (all were spot on). This is the fourth one.”

“I have a whole list of companies that have announced price increases, that have told us they expect further price increases, and that they expect them to stick.”

Among other things, I make mention of the latter in this week’s video, below…

Once playing, click the icon in the lower right corner for full screen. Focus should occur after a few seconds; if not, click the wheel to the left of the YouTube icon to adjust:


Attention Non-Client subscribers: Nothing in this video should be construed as investment advice. The examples expressed relate to portfolio management we perform on behalf of our clients, and, again, under no circumstances are they to be considered recommendations to the viewer.
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