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Unexpected Inflation

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Unexpected Inflation
A situation in which the inflation rate is higher than economists, regulators or others anticipated. Unexpected inflation may occur when the currently held macroeconomic model does not adequately account for new circumstances. For example, in the 1970s, the United States experienced unexpected inflation when classical Keynesianism held that inflation was virtually impossible when GDP growth was sluggish; this turned out to be untrue. As with all inflation, unexpected inflation is good for borrowers, but detrimental to both lenders and persons who save. See also: Stagflation.


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Investors are likely to be faced with the choice of either buying treasury bonds with low yields or buying real assets, such as gold, that potentially can retain their buying power in the face of unexpected inflation or geopolitical turbulence," said Kenton Yee, senior research analyst for Mellon Capital and author of the report.
1) The paper also provides evidence on unexpected inflation and on the impact of inflation uncertainty on evaluation of the real monetary policy stance by the Fed's staff during the great inflation and its aftermath.
Co-Lead Portfolio Manager, Andrew Karsh, added, 'As inflation has not yet developed in terms announced by government figures, the potential for unexpected inflation remains quite high.
 
 
 
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