The Fed’s Shifting Goalposts for Inflation

Fergus Hodgson, September 14, 2021

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For Otavio Costa, portfolio manager at Crescat Capital, the Federal Reserve may hike interest rates to appease inflation expectations, but it cannot do so sustainably in the long term. He argues the Fed’s real mandate is the suppression of those rates to keep the economy afloat.

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In our weekly sponsor segment with Inventa Capital, the CEO and director of Heliostar Metals (TSX: HSTR), Charles Funk, evaluates the firm’s recent gold hits in the Unga project in Alaska.

Recommended Links

• Connect with Tavi on Twitter and visit Crescat Capital.
• “TIPS Spread,” Investopedia.
• “‘Distorted’ TIPS Face Reality Check as Fed’s Tapering Looms,” Bloomberg News.
• “Treasuries Rally After CPI Seen Pushing Off Taper: Markets Wrap,” Yahoo! Finance.
• “Flash Crash Shows Why It’s Tough to Be Bullish on Gold Right Now,” Bloomberg News.

If You Liked This Episode

• “Why Inflation Is Here to Stay,” Gold Newsletter Podcast.
• “How the Fed’s Poker Face Will Come Undone,” Gold Newsletter Podcast.
• “Winning Strategies to Combat Inflation,” Gold Newsletter Podcast.
• “What Will Happen to Precious Metals When Stagflation Hits,” Gold Newsletter Podcast.

Fergus Hodgson is Gold Newsletter’s roving editor. Follow him on Twitter, Facebook, and LinkedIn.