Government Spending

Inflation Watch

Consumer expectations for inflation have risen in June, causing some investors and policymakers to begin worrying about inflation again. Inflation expectations have risen to 3.1%, the highest level since last fall. We continue to think these inflation concerns are premature while…

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Low Inflation = Low Interest Rates

The high levels of recent government spending and resulting huge budget deficits have stirred the inflation hawks in recent months. The "talking head" investment advice on television has been touting inflation protection in the form of traditional inflation protecting investments…

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