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re: Discussion of Fed Liquidity’s Impact on Equity Markets
Posted on 9/23/20 at 12:08 pm to RedStickBR
Posted on 9/23/20 at 12:08 pm to RedStickBR
My guess is we'll get the divergence again by 2021. A broad increase in consumer prices isn't really possible right now because you still have disinflationary forces at work. The aggregate demand is just not there even with stimulus checks and $50k minimum wage like we had before August.
1
Posted on 9/23/20 at 12:37 pm to wutangfinancial
quote:
My guess is we'll get the divergence again by 2021. A broad increase in consumer prices isn't really possible right now because you still have disinflationary forces at work. The aggregate demand is just not there even with stimulus checks and $50k minimum wage like we had before August.
Agree with everything you wrote except for what’s in bold. I think the convergence holds, but that both inflation expectations and the market go down. It sounds like you’re in agreement with me on disinflation / deflation, but that you still see the market going higher?
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