Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus
The post Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus appeared on BitcoinEthereumNews.com.
Vincent Deluard: Inflationary pressures mirror the late 90s, the gig economy’s tax impact is significant, and stocks may thrive amid fiscal stimulus | Forward Guidance Inflationary pressures may resemble those of the late 1990s and early 2000s. The US economy is experiencing rapid growth, potentially leading to significant fiscal stimulus. Tax collections are a reliable economic indicator, surpassing traditional labor market surveys. Key Takeaways Inflationary pressures may resemble those of the late 1990s and early 2000s. The US economy is experiencing rapid growth, potentially leading to significant fiscal stimulus. Tax collections are a reliable economic indicator, surpassing traditional labor market surveys. The gig economy is a growing contributor to tax revenue, with a substantial impact on economic metrics. Political incentives could drive increased fiscal spending as midterms approach. Inflationary acceleration could make stocks attractive in the near term. A secular bear market may emerge in the late 2020s due to political shifts. Institutions shape leaders more than leaders shape institutions. Quantitative easing has not led to inflation as previously predicted. The US lacks the industrial base to sustain its global order due to deindustrialization. Investors should diversify internationally rather than focusing solely on domestic stocks. Gold is favored over other commodities for long-term investment strategies. Guest intro Vincent Deluard is Director of Global Macro Strategy at StoneX. He previously served as Europe Strategist for Ned Davis Research Group and won the 2013 Euromoney Padraic Fallon Editorial Prize for his analysis of European debt crisis investment opportunities. He advises institutional investors on asset allocation, risk management, and global macro trends. Inflationary trends and economic growth We could see an inflationary acceleration reminiscent of the late 1990s and early 2000s. — Vincent Deluard Deluard observes three bubbles: a stock market bubble, a pessimism bubble, and a nominal growth bubble. There will be…
Filed under: News - @ February 15, 2026 11:27 pm