Carnegie Investment Counsel Blog

Let’s Talk Inflation: Transitory or the Great Inflation 2.0?

Posted by Shams Afzal, AIF® on Jun 10, 2021 1:30:00 PM

Inflation is on the minds of many and there is no shortage of price increase anecdotes around the country. From commodities like iron ore and copper doubling in price, to paying MSRP for a year-old car, these observations of rising prices are coloring perceptions about general affordability, the dollar, the central bank and investments.

Whether we are experiencing inflation is not up for debate, however, the prospect of sustainable inflation is definitely debatable. Is it the ‘80s all over again? Can we objectively look at the pandemic-induced supply disruptions, a confluence of weather anomalies, lean manufacturing driven supply chain decisions and a Texas freeze, and call it a structural and sustainable inflation? Not really. At least, not yet.

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Topics: Stocks, Market, Economy, Interest Rates

What to Do in Times of Looming Inflation (Or Perceived Looming Inflation)

Posted by Greg Halter, CFA on Apr 27, 2021 1:30:00 PM

Are we headed into a time of inflation? Many people and economists are debating this issue right now. In the “real world,” we’ve seen inflation in interesting areas such as Pokémon and NBA Top Shots trading “cards,” which had seen a spike up in prices earlier in the year. Housing prices are certainly rising. Plus, inflation is finding its way into commodities such as food inputs like soybeans, corn and more. Certainly, gas prices are higher at the pump than a year ago. And does it mean inflation is coming because of crazy high auction prices for things such as Jack Dorsey selling his first tweet ever as an NFT (non fungible token) for over $2.9 million?

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Topics: Stocks, Market, Economy, Interest Rates

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