The MacroTourist

The MacroTourist

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The MacroTourist
The MacroTourist
TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
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TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?

The 'tourist outlines why this might be a good bet

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Kevin Muir
Nov 09, 2022
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The MacroTourist
The MacroTourist
TIME FOR AN INFLATIONARY SURPRISE TO THE DOWNSIDE?
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I’m always asking my non-market buddies what’s happening in their industries. Often, as market watchers, we have a habit of looking too closely at the data. We’re staring at the tree in front of us, arguing whether it is a white or scotch pine based on the bark, while we should really take a step back and looking at the forest. Taking an interest in gen…

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