The MacroTourist

The MacroTourist

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The MacroTourist
BASE EFFECTS AND OTHER INFLATION MUSINGS
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BASE EFFECTS AND OTHER INFLATION MUSINGS

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Kevin Muir
Mar 09, 2021
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The MacroTourist
The MacroTourist
BASE EFFECTS AND OTHER INFLATION MUSINGS
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Not going to lie to you - I felt better with my inflation call when few believed. Now that a return of inflation is on the front page of every paper, I’m nervous.

However, to say that inflation has become consensus is a gross generalization. It’s much more nuanced than that, and there are different aspects and time frames regarding the “return-of-infla…

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