The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
INFLATION URGENCY LESSENS
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INFLATION URGENCY LESSENS

And what this means for markets

Kevin Muir's avatar
Kevin Muir
Aug 12, 2022
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The MacroTourist
The MacroTourist
INFLATION URGENCY LESSENS
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I hate to do this, but we need to talk about inflation again.

Channeling my best Mark Twain impersonation, I would like to ask, “what does everyone know for sure, but might not be so?”

Well, I would suggest that until recently, the overwhelming consensus was that the Federal Reserve had left raising rates too late, and with inflation running out of contro…

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