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Higher Stocks, Lower Bonds, and a Pricey Christmas

Scott Minerd, Chairman of Investments and Global CIO, joins CNBC from the 2021 Milken Institute Global Conference, to discuss current market trends and the outlook for rates and inflation.

October 18, 2021

 

 

Video Highlights:

  • Rates are seasonally weak for now, but likely headed lower.
  • Stocks could rise 20 percent over the next year.
  • Supply chain issues may mean Christmas will have price pressures.
  • But by next year we may be talking about deflation.


Read Macro Alert: Weak Data and Fiscal Uncertainty Will Delay Fed Tapering

 


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