Early Optimism on Inflation by the Fed: Insights from a Portfolio Manager

Reported 8 days ago

Charles Sizemore, chief investment officer at Sizemore Capital Management, discusses current stock market trends and highlights that the recent market rally was spurred by a decisive election outcome and expectations of lower taxes. However, he warns of a 'hangover effect' under a Trump presidency, pointing to uncertainties and inflationary pressures. Sizemore believes the Federal Reserve may have celebrated its inflation victory prematurely and advises investors to be cautious and selective in their investments.

Source: YAHOO

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