148 days ago • Posted by William Ramstein

World Inflation Nowcaster is on the rise.

Inflationary risk is on the rise assuming economic recovery post covid-era. Warning for fixed income assets and growth firms. Nominal GDP growth for 2021 in the US is predicted at about 6% and 5% for Europe by Analysts and Economists. Growth firms hindered by inflation in terms of valuation, see dividend discount models for a refresher on equity valuation, and notice how increasing rates in the denominator diminish present values of price. 

source: investir.ch

inflation on the rise

 

#Stocks #Bonds #Macro #Technology
INFLATION GROWTH VALUATION
bg_nwsletter