“Stagflation, it strikes fear into the heart of most investors”; can be a buying opportunity
“It’s become such a hot topic because tariffs are bad for growth and bad for inflation.”
Any potential combination of higher inflation and elevated unemployment could lead to a toxic situation where “nothing would work in a simple asset allocation,”
Even so, “when we shake this all out, the consumer isn’t collapsing, [and] GDP isn’t collapsing,”
It’s also important to note that corrections, defined as a pullback of at least 10% from a recent peak, can be a buying opportunity and don’t always spill over into a bear market, or a drop of at least 20%.
MarketWatch 26 March 2025
Tillbaka till Rolfs länktips 27 mars 2025
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