Disinflation – Re-inflation − the US Dollar

Disinflation will characterize 2023. We expect inflation will be a persistent problem for this decade. There is a US dollar aspect to this outlook.

The signs of lessening inflation for 2023 are clear from our perspective. We will share those signs with you. We are equally convinced that inflation will reheat beginning in the middle of this decade and be a management issue for the rest of the decade. We think there is a compelling case to be made for that position. An understanding of the impact of the variations in inflation, and therefore interest rates, on businesses is important. We will look at some markets that are mostly immune to changes in interest rates (with a particular eye toward rising interest rates) and those markets that are more at risk under the dictates of the bond market and the Federal Reserve.

Compounding and related to the above is what we expect to happen to the US dollar exchange rate(s) over the course of 2023.

In short, 2023 is shaping up to be a very financially driven year, beyond the “normal” economics of consumer demand. Anticipating the changes will enhance the efficacy of your plans and profitability.

Join us for our December 15, 2022, ITR Webinar hosted by Brian and Alan Beaulieu – we will address these trends and provide you with the Management Objectives™ needed to make the best of the opportunities ahead.

Disinflation – Re-inflation − the US Dollar