Inflation will likely remain in the 5-6% range rather than reverting to 2%, because the Fed and fiscal government injected too much money into the economy over the prior decade; this represents a structural regime change from the prior 10 years.

forecastpending

Speaker

Ted Oakley

Evidence Quote

we probably will not go back to that again I doubt seriously uh and people will say well you know we're not going to have eight and a half or nine percent inflation but we'll have five or six well five or six will be a different investment world than what it is what it has been the last 10 years so I I think you will get to levels that you won't go below I'll be surprised if you go below that because they just pushed too much money out there

Source

The Bear Market Has Only Just Begun | Ted OakleyForward Guidance
Created: 8/10/2026, 11:14:48 PM

My Notes

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