Generational Factors to Drive Inflation? Throwaway Week Paves Way for Move Higher

Summary

- COVID-19 case, hospitalization, death, and positivity rate trend remains positive in US, UK showing problematic developments.

- The events this week caused turmoil but ultimately they increase the level of our bullishness with regard to equities. Hyper-inflation fears receding is a good thing.

- We do believe inflation will rise and that generally the reasons and timing are being misinterpreted by the marker. We show why we think generational factors more important.

- The ...

Finish reading this report for free

Enter your email and we’ll send the paywall-free link directly to your inbox

In addition to your unlocked report, you will receive our weekly market newsletter FSI Snapshot, as well as occasional updates and offers from FS Insight. You can unsubscribe at any time. For more information, see our privacy policy.

Get unlimited access to Tom Lee’s Fundstrat research Subscribe
Already a member? Log in

More from the author

Disclosures (show)

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In

Trending tickers in our research

Get invaluable analysis of the market and stocks. Cancel at any time. Start Free Trial

Articles Read 2/2

🎁 Unlock 1 extra article by joining our Community!

You are reading the last free article for this month.

By continuing, you agree to the Terms of Service and Privacy Policy.

Already have an account? Sign In