Check out the accompanying pdf and chart collection. (1) Early disinflationist. (2) Fears of post-pandemic reflation. (3) Inflation outcome will make or break portfolio strategies. (4) Recalling the Great Inflation of the 1970s, when everything went wrong. (5) Food and oil price shocks, and a wage-price spiral. (6) The 4Ds vs M1. (7) US monetary aggregates are soaring. (8) Are the 4Ds still relevant? (9) More good news on the productivity front. (10) The war-and-peace model of inflation. (11) Not much inflation in US, Eurozone, Japan, and China. (12) Reflating or abating deflation? (13) Bonds, copper, and the dollar all showing more inflation than deflation now.
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