Government Stimulus and Consumer Trends
The precise economic impact of various government stimulus programs, and the removal of such stimulus, is often difficult to predict. However, it can potentially be a profitable endeavor to successfully estimate how fiscal and monetary policy changes may affect consumer trends in certain industries.
Observing the current environment in which many states are planning to stop participating in the federal government’s supplemental unemployment benefits program and to enact return-to-work bonuses, it may be worthwhile for tactical investors to assess which industries are likely to be positively or negatively affected and to allocate a portion of their portfolio accordingly.
Read more on this subject here
- Anthony Winkels is Managing Partner and Wealth Advisor at Fortis Wealth Management
