Market bull Jim Paulsen downplays inflation fears, sees rising prices contributing to an economic boom

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Market bull Jim Paulsen downplays inflation fears, says it ‘might actually do a lot of good' (via TradingNation)

According to Jim Paulsen of the Leuthold Group, rising prices should boost the market and economy.

"If we just end up elevating the rate of inflation a little bit on a permanent basis, I think that might actually do a lot of good," the firm's chief investment strategist told CNBC's "" on Monday. "We've been fighting inflation for four decades in this country — always being quick to tighten, slow to ease. And the result is we've created some of the most sluggish growth over the last 15 years we've had in the entire postwar history.

"It stokes animal spirits," he said. "If people think prices are going to go up over time, that means you might feel better about getting higher wage hikes, for example. And, it might cause businesses to expand more operations because they know they can grow into it with pricing flexibility." He's also not worried about the long-term impact of the supply chain turmoil. Paulsen attributes the backlog to a temporary shock caused by the"When you get companies preparing for a depressionary bust and instead give them a postwar boom, they just can't catch up," said Paulsen. "They contracted operations to the minimums to survive a pandemic."

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