/biz/ - Business & Finance

>>23359935
Consider that the meme inflation metrics both jumped bigly in April, when the first stimulus distributions were happening, and have tapered off since July when they stopped. 2nd stimulus + Biden's AND Trump's gibs-to-nigs post-election PLUS the trending move into MMT could be the inflation trigger. Also don't forget lock-downs are suppressing demand and can be lifted arbitrarily. I think that's when you see the inflation pick up.

>>23359939
kek, yes. To be honest I do keep that as an awareness as well. I just don't see it happening soon.

>>23349979
>gold and silver the only undervalued asset-classes remaining

Consider the extension of the current situation: QE plus secular stagnation. This is disinflationary for the dollar. This makes US Treasuries and USD reserve balances more attractive than 0% yielding metals. Just trying to think like a bank / institutional investor, since their money is what moves markets.

>stimulus
Pic is both meme inflation metrics, which rose when stimulus distributions began in April, but turned down again in July when gibs stopped flowing. I agree that the next package will spike PMs up again, but would it not take infinite stimulus (UBI + MMT perhaps) to get sustained inflation increases?