Economic Insights

As the economy continues to recover with inflation increasing, many investors are starting to realize that the tech-fueled V-shaped recovery may have caused equity valuations to trade at a premium.

As a follow-up to my last post on the massive investment opportunity in leading luxury goods brands, I wanted to drill down into a particular category within the luxury goods industry. 

Predicting the future of any country in the long-term is not easy – which is precisely why the future of that great sleeping geopolitical behemoth, the European Union, is so hard to do.

Wealth around the world has never been higher. Between​​ strong home price appreciation globally and a decade long equity market bull market, total household wealth is approximately $400 trillion. Yes, you heard that right, $400 trillion.

Wow is all I can say after looking at the BEA’s Savings Rate report. Total personal saving was $6 trillion in March which drove the savings rate just over 27% when you add the epic amounts of new cash people are getting.

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

Consumers drive roughly 70% of U.S. economic output. Collectively, we are a very important cohort to track for the overall direction and health of the economy. The consumer, here and abroad, is the most important factor driving economies which makes our actions and expectations key to the stock market.

This post provides 10 stocks out of the Nasdaq-100 Index that investors can expect to benefit from a rise in inflation and 10 stocks that are expected to be negatively impacted by a rise in inflation. Financial advisors and investors need to be aware of how inflation is likely to impact their holdings and portfolios.